Commonwealth Equity Services, LLC Dimensional ETF Tr Dimensional Transaction History
Commonwealth Equity Services, LLC
- $60.2 Billion
- Q1 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 1,025,314 shares of DUHP stock, worth $32.8 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,025,314
Previous 911,308
12.51%
Holding current value
$32.8 Million
Previous $26.1 Million
24.3%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$842 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$821 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$259 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$226 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$214 Million16.65% of portfolio