Cardiff Park Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Cardiff Park Advisors, LLC
- $1.04 Billion
- Q4 2024
A detailed history of Cardiff Park Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 213,030 shares of DUHP stock, worth $7.56 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
213,030
Previous 212,736
0.14%
Holding current value
$7.56 Million
Previous $7.25 Million
0.68%
% of portfolio
0.69%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio