Poinciana Advisors Group, LLC Dimensional ETF Tr Dimensional Transaction History
Poinciana Advisors Group, LLC
- $111 Billion
- Q2 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 9,534 shares of DUHP stock, worth $362,959. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,534Holding current value
$362,959% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.53 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$310 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$273 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$268 Million15.92% of portfolio