Security Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Security Financial Services, Inc.
- $524 Million
- Q2 2025
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 203,838 shares of DUHP stock, worth $7.77 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
203,838
Previous 198,438
2.72%
Holding current value
$7.77 Million
Previous $6.58 Million
10.22%
% of portfolio
1.38%
Previous 1.37%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.53 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$311 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$273 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$269 Million15.92% of portfolio