Creative One Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Creative One Wealth, LLC
- $3 Billion
- Q4 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 69,509 shares of DUHP stock, worth $2.45 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
69,509
Previous 58,704
18.41%
Holding current value
$2.45 Million
Previous $2 Million
17.4%
% of portfolio
0.08%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio