Caprock Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Caprock Group, Inc.
- $3 Billion
- Q4 2024
A detailed history of Caprock Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Caprock Group, Inc. holds 113,732 shares of DUHP stock, worth $4.04 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
113,732
Previous 113,681
0.04%
Holding current value
$4.04 Million
Previous $3.87 Million
0.77%
% of portfolio
0.13%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.34 Billion2.82% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio