Coston, Mc Isaac & Partners Dimensional ETF Tr Dimensional Transaction History
Coston, Mc Isaac & Partners
- $293 Million
- Q2 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 50,442 shares of DUHP stock, worth $1.9 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
50,442
Previous 45,782
10.18%
Holding current value
$1.9 Million
Previous $1.52 Million
18.19%
% of portfolio
0.61%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
467Shares Held
247MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio