Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $597 Million
- Q3 2025
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 11,327 shares of DUHP stock, worth $427,707. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,327
Previous 11,327
-0.0%
Holding current value
$427,707
Previous $402,000
6.22%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$285 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio