Crown Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History
Crown Wealth Group, LLC
- $192 Million
- Q2 2024
A detailed history of Crown Wealth Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Crown Wealth Group, LLC holds 201,701 shares of DUHP stock, worth $6.83 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
201,701
Previous 230,963
12.67%
Holding current value
$6.83 Million
Previous $7.3 Million
11.62%
% of portfolio
3.36%
Previous 3.91%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
301Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
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Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio