Carlson Capital Management Dimensional ETF Tr Dimensional Transaction History
Carlson Capital Management
- $1.26 Billion
- Q1 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 95,985 shares of DUHP stock, worth $3.08 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
95,985
Previous 1,499,164
93.6%
Holding current value
$3.08 Million
Previous $42.9 Million
92.93%
% of portfolio
0.24%
Previous 2.2%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$844 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$823 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$260 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$227 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio