Creative Financial Designs Inc Dimensional ETF Tr Dimensional Transaction History
Creative Financial Designs Inc
- $1.21 Billion
- Q1 2025
A detailed history of Creative Financial Designs Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Financial Designs Inc holds 79 shares of DUHP stock, worth $2,499. This represents 0.0% of its overall portfolio holdings.
Number of Shares
79
Previous 79
-0.0%
Holding current value
$2,499
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
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