Capital Cs Group, LLC Dimensional ETF Tr Dimensional Transaction History
Capital Cs Group, LLC
- $114 Million
- Q4 2024
A detailed history of Capital Cs Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Cs Group, LLC holds 7,380 shares of DUHP stock, worth $246,565. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,380
Previous 7,380
-0.0%
Holding current value
$246,565
Previous $251,000
0.8%
% of portfolio
0.22%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.28 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.19 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$272 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$231 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$230 Million4.6% of portfolio