Carlson Capital Management Dimensional ETF Tr Dimensional Transaction History
Carlson Capital Management
- $1.26 Billion
- Q2 2024
A detailed history of Carlson Capital Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Carlson Capital Management holds 92,219 shares of DUHP stock, worth $3.13 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
92,219
Previous 95,985
3.92%
Holding current value
$3.13 Million
Previous $3.03 Million
2.77%
% of portfolio
0.23%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$999 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$279 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$227 Million4.41% of portfolio