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 $1.24 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
35,597
Previous 597
5862.65%
Holding current value
$1.24 Million
Previous $20,000
5910.0%
% of portfolio
0.43%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
335Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$291 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$235 Million15.86% of portfolio