Cva Family Office, LLC Dimensional ETF Tr Dimensional Transaction History
Cva Family Office, LLC
- $753 Million
- Q3 2025
A detailed history of Cva Family Office, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cva Family Office, LLC holds 233,910 shares of DUHP stock, worth $8.81 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
233,910
Previous 180,266
29.76%
Holding current value
$8.81 Million
Previous $6.41 Million
37.82%
% of portfolio
1.17%
Previous 0.93%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio