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 $253,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,253

Holding current value

$253,129

% 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

345

Shares Held

209M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.32 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.29 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$291 Million
12.03% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$241 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$239 Million
4.45% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.

Account