Rcs Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Rcs Financial Planning, LLC
- $180 Billion
- Q3 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 239,257 shares of DUHP stock, worth $8.39 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
239,257
Previous 237,264
0.84%
Holding current value
$8.39 Million
Previous $7.59 Billion
7.4%
% of portfolio
4.53%
Previous 4.48%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
188MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.07 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$288 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio