Centered Wealth LLC Dba Miller Equity Capital Advisors Dimensional ETF Tr Dimensional Transaction History
Centered Wealth LLC Dba Miller Equity Capital Advisors
- $261 Million
- Q4 2024
A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 15,760 shares of DUHP stock, worth $554,121. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,760
Previous 7,630
106.55%
Holding current value
$554,121
Previous $259,000
105.41%
% of portfolio
0.2%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
373Shares Held
216MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio