Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 4,550 shares of DUHP stock, worth $152,607. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,550Holding current value
$152,607% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
330Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.27 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.24 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$280 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$230 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$226 Million15.86% of portfolio