Coston, Mc Isaac & Partners Dimensional ETF Tr Dimensional Transaction History
Coston, Mc Isaac & Partners
- $298 Million
- Q3 2024
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 597 shares of DUHP stock, worth $21,002. This represents 0.01% of its overall portfolio holdings.
Number of Shares
597
Previous 222
168.92%
Holding current value
$21,002
Previous $7,000
185.71%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$237 Million15.86% of portfolio