Cerity Partners LLC Dimensional ETF Tr Dimensional Transaction History
Cerity Partners LLC
- $44.7 Billion
- Q3 2024
A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cerity Partners LLC holds 18,376 shares of DUHP stock, worth $641,322. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18,376
Previous 18,376
-0.0%
Holding current value
$641,322
Previous $587,000
6.64%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
345Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$291 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio