Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $449 Million
- Q1 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 14,062 shares of DUHP stock, worth $488,654. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,062
Previous 9,714
44.76%
Holding current value
$488,654
Previous $328,000
42.07%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.32 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.22 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$245 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$241 Million4.35% of portfolio