Cva Family Office, LLC Dimensional ETF Tr Dimensional Transaction History
Cva Family Office, LLC
- $554 Million
- Q1 2024
A detailed history of Cva Family Office, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cva Family Office, LLC holds 51,794 shares of DUHP stock, worth $1.67 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
51,794
Previous 33,671
53.82%
Holding current value
$1.67 Million
Previous $963,000
69.99%
% of portfolio
0.3%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio