Cerity Partners LLC Dimensional ETF Tr Dimensional Transaction History
Cerity Partners LLC
- $45.5 Billion
- Q4 2024
A detailed history of Cerity Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cerity Partners LLC holds 18,376 shares of DUHP stock, worth $637,830. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18,376
Previous 18,376
-0.0%
Holding current value
$637,830
Previous $626,000
0.96%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio