City State Bank Dimensional ETF Tr Dimensional Transaction History
City State Bank
- $244 Million
- Q2 2024
A detailed history of City State Bank transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, City State Bank holds 9,675 shares of DUHP stock, worth $329,433. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,675
Previous 9,675
-0.0%
Holding current value
$329,433
Previous $310,000
0.32%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio