Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 85,398 shares of DUHP stock, worth $3.01 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
85,398
Previous 55,945
52.65%
Holding current value
$3.01 Million
Previous $1.91 Million
51.36%
% of portfolio
0.0%
Previous 0.0%
Shares
10 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