Cwm, LLC Dimensional ETF Tr Dimensional Transaction History
Cwm, LLC
- $24.1 Billion
- Q4 2024
A detailed history of Cwm, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cwm, LLC holds 31,602 shares of DUHP stock, worth $1.05 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31,602
Previous 18,675
69.22%
Holding current value
$1.05 Million
Previous $636,000
67.92%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio