Clearstead Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clearstead Advisors, LLC holds 5,179 shares of DUHP stock, worth $178,779. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,179Holding current value
$178,779% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio