Nalls Sherbakoff Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 7,175 shares of DUHP stock, worth $234,479. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,175
Previous 6,863
4.55%
Holding current value
$234,479
Previous $176 Million
16.43%
% of portfolio
0.18%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
402Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio