Richardson Capital Management LLC Dimensional ETF Tr Dimensional Transaction History

Richardson Capital Management LLC

$157 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$24.79 - $28.64 $9,916 - $11,456	400 New	400 $11.4 Million

Others Institutions Holding DUHP

# of Institutions

390

Shares Held

219M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

38.2M
Shares

$1.31 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.22 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$279 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$237 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$236 Million
4.6% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Richardson Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Richardson Capital Management LLC with notifications on news.