Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Captrust Financial Advisors holds 1,787,914 shares of DUHP stock, worth $63 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,787,914
Previous 1,827,266
2.15%
Holding current value
$63 Million
Previous $62.3 Million
2.96%
% of portfolio
0.18%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio