Crown Wealth Group, LLC Dimensional ETF Tr Dimensional Put Options Transaction History

Crown Wealth Group, LLC

$192 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

308

Shares Held

187M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

30.6M
Shares

$1.03 Billion
2.48% of portfolio
Envestnet Asset Management Inc

29.4M
Shares

$994 Million
0.33% of portfolio
Merriman Wealth Management, LLC

8.21M
Shares

$277 Million
11.93% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$231 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.75M
Shares

$228 Million
16.37% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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