Security Financial Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Security Financial Services, Inc.
- $479 Million
- Q4 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 194,395 shares of DUHP stock, worth $6.9 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
194,395
Previous 195,269
0.45%
Holding current value
$6.9 Million
Previous $6.65 Million
1.26%
% of portfolio
1.37%
Previous 1.39%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.34 Billion2.82% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio