Creative One Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative One Wealth, LLC holds 15,511 shares of DUHP stock, worth $497,592. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,511Holding current value
$497,592% of portfolio
0.02%Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$844 Million2.36% of portfolio
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Envestnet Asset Management Inc25.6MShares$823 Million0.31% of portfolio
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Merriman Wealth Management, LLC8.1MShares$260 Million11.86% of portfolio
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Forum Financial Management, LP Lombard, IL7.08MShares$227 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.69MShares$215 Million16.65% of portfolio