Maryland Capital Advisors Inc. Dimensional ETF Tr Dimensional Transaction History
Maryland Capital Advisors Inc.
- $203 Million
- Q3 2024
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 26,133 shares of DUHP stock, worth $900,020. This represents 0.44% of its overall portfolio holdings.
Number of Shares
26,133
Previous 22,032
18.61%
Holding current value
$900,020
Previous $704,000
26.42%
% of portfolio
0.44%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$287 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio