My Personal Cfo, LLC Dimensional ETF Tr Dimensional Transaction History
My Personal Cfo, LLC
- $253 Million
- Q3 2025
A detailed history of My Personal Cfo, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, My Personal Cfo, LLC holds 284,045 shares of DUHP stock, worth $10.7 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
284,045Holding current value
$10.7 Million% of portfolio
4.24%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.54MShares$285 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio