Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q3 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 946,950 shares of DUHP stock, worth $32.3 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
946,950
Previous 737,365
28.42%
Holding current value
$32.3 Million
Previous $23.6 Million
36.77%
% of portfolio
1.15%
Previous 0.97%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio