Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sowell Financial Services LLC holds 22,519 shares of DUHP stock, worth $790,867. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,519Holding current value
$790,867% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$237 Million15.86% of portfolio