Plancorp, LLC Dimensional ETF Tr Dimensional Transaction History

Plancorp, LLC

$2.44 Billion
Q3 2024

A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Plancorp, LLC holds 7,253 shares of DUHP stock, worth $250,373. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,253

Holding current value

$250,373

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$30.74 - $34.07 $222,957 - $247,109	7,253 New	7,253 $247,000

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.31 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.27 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$288 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$236 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$233 Million
15.86% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

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