Creative One Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Creative One Wealth, LLC
- $3.35 Billion
- Q2 2025
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 69,060 shares of DUHP stock, worth $2.63 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
69,060
Previous 69,181
0.17%
Holding current value
$2.63 Million
Previous $2.29 Million
7.11%
% of portfolio
0.07%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.53 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$310 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$273 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$268 Million15.92% of portfolio