Cerity Partners LLC Dimensional ETF Tr Dimensional Transaction History
Cerity Partners LLC
- $37.7 Billion
- Q1 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 19,065 shares of DUHP stock, worth $615,990. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,065
Previous 19,065
-0.0%
Holding current value
$615,990
Previous $545,000
10.46%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio