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 $6.53 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
201,701
Previous 230,963
12.67%
Holding current value
$6.53 Million
Previous $7.3 Million
11.62%
% of portfolio
3.36%
Previous 3.91%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
299Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$991 Million2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$952 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$266 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$218 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$216 Million4.41% of portfolio