Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Captrust Financial Advisors holds 1,747,750 shares of DUHP stock, worth $66 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,747,750
Previous 1,741,233
0.37%
Holding current value
$66 Million
Previous $57.7 Million
7.7%
% of portfolio
0.14%
Previous 0.15%
Shares
9 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