Coston, Mc Isaac & Partners Dimensional ETF Tr Dimensional Transaction History
Coston, Mc Isaac & Partners
- $288 Million
- Q1 2025
A detailed history of Coston, Mc Isaac & Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 45,782 shares of DUHP stock, worth $1.66 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
45,782
Previous 35,597
28.61%
Holding current value
$1.66 Million
Previous $1.2 Million
26.21%
% of portfolio
0.53%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
438Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$260 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio