Commonwealth Equity Services, LLC Dimensional ETF Tr Dimensional Transaction History
Commonwealth Equity Services, LLC
- $77.2 Billion
- Q3 2025
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 627,914 shares of DUHP stock, worth $23.6 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
627,914
Previous 635,166
1.14%
Holding current value
$23.6 Million
Previous $22.6 Million
5.0%
% of portfolio
0.03%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall 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