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 $249,044. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,175
Previous 6,863
4.55%
Holding current value
$249,044
Previous $176 Million
16.43%
% of portfolio
0.18%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio