Maryland Capital Advisors Inc. Dimensional ETF Tr Dimensional Transaction History
Maryland Capital Advisors Inc.
- $220 Million
- Q1 2025
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 38,712 shares of DUHP stock, worth $1.32 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
38,712
Previous 31,761
21.89%
Holding current value
$1.32 Million
Previous $1.07 Million
19.48%
% of portfolio
0.58%
Previous 0.51%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.3 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.19 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$240 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$237 Million4.35% of portfolio