Rockbridge Investment Management, Lcc Dimensional ETF Tr Dimensional Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
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 $385,421. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,860
Previous 10,860
-0.0%
Holding current value
$385,421
Previous $347 Million
6.5%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.34 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.31 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$296 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$243 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$239 Million15.86% of portfolio