Coppell Advisory Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Coppell Advisory Solutions LLC
- $680 Billion
- Q3 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 2,011 shares of DUHP stock, worth $68,937. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,011
Previous 2,076
3.13%
Holding current value
$68,937
Previous $66.4 Million
2.8%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
329Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$235 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio