Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 55,945 shares of DUHP stock, worth $1.93 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55,945
Previous 63,845
12.37%
Holding current value
$1.93 Million
Previous $2.04 Million
6.66%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio