Rockbridge Investment Management, Lcc Dimensional ETF Tr Dimensional Transaction History
Rockbridge Investment Management, Lcc
- $845 Billion
- Q1 2025
A detailed history of Rockbridge Investment Management, Lcc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 10,860 shares of DUHP stock, worth $388,462. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,860
Previous 10,860
-0.0%
Holding current value
$388,462
Previous $367 Million
1.92%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.36 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.25 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$292 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$252 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$248 Million4.35% of portfolio