Coppell Advisory Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Coppell Advisory Solutions LLC
- $716 Billion
- Q4 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 2,011 shares of DUHP stock, worth $63,628. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,011
Previous 2,011
-0.0%
Holding current value
$63,628
Previous $68.3 Million
0.47%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.21 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.13 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$258 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$223 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$217 Million4.6% of portfolio