Providence First Trust CO Dimensional ETF Tr Dimensional Transaction History

Providence First Trust CO

$261 Million
Q4 2024

A detailed history of Providence First Trust CO transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Providence First Trust CO holds 1,015 shares of DUHP stock, worth $33,170. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,015

Holding current value

$33,170

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$33.62 - $35.69 $34,124 - $36,225	1,015 New	1,015 $34,000

Others Institutions Holding DUHP

# of Institutions

402

Shares Held

223M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.17 Billion
2.98% of portfolio
Envestnet Asset Management Inc

35M
Shares

$1.14 Billion
0.39% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$266 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$230 Million
15.92% of portfolio
Forum Financial Management, LP Lombard, IL

6.94M
Shares

$227 Million
4.35% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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Providence First Trust CO Dimensional ETF Tr Dimensional Transaction History