Centered Wealth LLC Dba Miller Equity Capital Advisors Dimensional ETF Tr Dimensional Transaction History
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $256 Million
- Q3 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 7,630 shares of DUHP stock, worth $268,423. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,630Holding current value
$268,423% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$237 Million15.86% of portfolio