Centered Wealth LLC Dba Miller Equity Capital Advisors Dimensional ETF Tr Dimensional Transaction History
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $261 Million
- Q4 2024
A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 15,760 shares of DUHP stock, worth $508,575. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,760
Previous 7,630
106.55%
Holding current value
$508,575
Previous $259,000
105.41%
% of portfolio
0.2%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
399Shares Held
225MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.23 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.15 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$263 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$227 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$222 Million4.6% of portfolio