Security Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Security Financial Services, Inc.
- $480 Million
- Q3 2024
A detailed history of Security Financial Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Security Financial Services, Inc. holds 195,269 shares of DUHP stock, worth $6.55 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
195,269
Previous 178,535
9.37%
Holding current value
$6.55 Million
Previous $5.71 Million
16.48%
% of portfolio
1.39%
Previous 1.26%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
330Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.27 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.24 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$280 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$226 Million15.86% of portfolio