Rockbridge Investment Management, Lcc Dimensional ETF Tr Dimensional Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 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 $369,782. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,860
Previous 10,860
-0.0%
Holding current value
$369,782
Previous $343 Million
1.2%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
302Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$280 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$230 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$228 Million4.41% of portfolio