Nalls Sherbakoff Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 7,175 shares of DUHP stock, worth $261,026. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,175
Previous 6,863
4.55%
Holding current value
$261,026
Previous $176 Million
16.43%
% of portfolio
0.18%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
445Shares Held
238MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio