Cva Family Office, LLC Dimensional ETF Tr Dimensional Transaction History
Cva Family Office, LLC
- $619 Million
- Q4 2024
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 102,575 shares of DUHP stock, worth $3.62 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
102,575
Previous 68,804
49.08%
Holding current value
$3.62 Million
Previous $2.34 Million
47.87%
% of portfolio
0.56%
Previous 0.39%
Shares
6 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