Colonial Trust CO / Sc Dimensional ETF Tr Dimensional Transaction History
Colonial Trust CO / Sc
- $662 Million
- Q4 2024
A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Colonial Trust CO / Sc holds 806 shares of DUHP stock, worth $27,976. This represents 0.0% of its overall portfolio holdings.
Number of Shares
806
Previous 806
-0.0%
Holding current value
$27,976
Previous $27,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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