Coston, Mc Isaac & Partners Dimensional ETF Tr Dimensional Transaction History
Coston, Mc Isaac & Partners
- $281 Million
- Q4 2024
A detailed history of Coston, Mc Isaac & Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 35,597 shares of DUHP stock, worth $1.25 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
35,597
Previous 597
5862.65%
Holding current value
$1.25 Million
Previous $20,000
5910.0%
% of portfolio
0.43%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio