City State Bank Dimensional ETF Tr Dimensional Transaction History
City State Bank
- $280 Million
- Q4 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 15,444 shares of DUHP stock, worth $529,265. This represents 0.19% of its overall portfolio holdings.
Number of Shares
15,444
Previous 14,078
9.7%
Holding current value
$529,265
Previous $479,000
8.77%
% of portfolio
0.19%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.31 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$279 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$237 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$236 Million4.6% of portfolio