Transcend Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Transcend Capital Advisors, LLC
- $1.39 Billion
- Q1 2025
A detailed history of Transcend Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Transcend Capital Advisors, LLC holds 90,759 shares of DUHP stock, worth $2.97 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
90,759Holding current value
$2.97 Million% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
401Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
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Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
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Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio