Cresset Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cresset Asset Management, LLC
- $17.3 Billion
- Q4 2024
A detailed history of Cresset Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cresset Asset Management, LLC holds 12,010 shares of DUHP stock, worth $394,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,010
Previous 12,010
-0.0%
Holding current value
$394,528
Previous $409,000
0.98%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
394Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio