Rfg Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Rfg Advisory, LLC
- $2.98 Billion
- Q2 2024
A detailed history of Rfg Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rfg Advisory, LLC holds 273,900 shares of DUHP stock, worth $9.3 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
273,900
Previous 271,845
0.76%
Holding current value
$9.3 Million
Previous $8.59 Million
1.97%
% of portfolio
0.29%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$999 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$279 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$227 Million4.41% of portfolio