Global Retirement Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,389 shares of DUHP stock, worth $83,782. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,389
Previous 1,678
42.37%
Holding current value
$83,782
Previous $53,000
52.83%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
196MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.07 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$288 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio