Global Retirement Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Global Retirement Partners, LLC
- $3.4 Billion
- Q4 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 2,096 shares of DUHP stock, worth $74,366. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,096
Previous 2,389
12.26%
Holding current value
$74,366
Previous $81,000
13.58%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio