Rcs Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Rcs Financial Planning, LLC
- $162 Billion
- Q1 2024
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 189,173 shares of DUHP stock, worth $6.12 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
189,173
Previous 232,053
18.48%
Holding current value
$6.12 Million
Previous $6.64 Billion
9.93%
% of portfolio
3.68%
Previous 4.34%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
278Shares Held
166MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$851 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio