City State Bank Dimensional ETF Tr Dimensional Transaction History
City State Bank
- $272 Million
- Q3 2024
A detailed history of City State Bank transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, City State Bank holds 14,078 shares of DUHP stock, worth $485,550. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,078
Previous 9,675
45.51%
Holding current value
$485,550
Previous $309,000
55.02%
% of portfolio
0.18%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio