Cardiff Park Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Cardiff Park Advisors, LLC
- $1.13 Billion
- Q2 2025
A detailed history of Cardiff Park Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 222,040 shares of DUHP stock, worth $8.42 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
222,040
Previous 213,045
4.22%
Holding current value
$8.42 Million
Previous $7.06 Million
11.83%
% of portfolio
0.7%
Previous 0.69%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$272 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio