Raymond James Trust N.A. Dimensional ETF Tr Dimensional Transaction History
Raymond James Trust N.A.
- $4.55 Billion
- Q3 2024
A detailed history of Raymond James Trust N.A. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Raymond James Trust N.A. holds 13,476 shares of DUHP stock, worth $422,337. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,476
Previous 10,962
22.93%
Holding current value
$422,337
Previous $350,000
31.14%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
392Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.2 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.12 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$255 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$221 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$215 Million4.6% of portfolio