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
487Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
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Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
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Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio