Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History
Chicago Partners Investment Group LLC
- $3.5 Billion
- Q3 2025
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 1,060,150 shares of DUHP stock, worth $39.9 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
1,060,150
Previous 1,038,957
2.04%
Holding current value
$39.9 Million
Previous $36.9 Million
8.38%
% of portfolio
1.14%
Previous 1.17%
Shares
15 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio