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 $3.59 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
102,575
Previous 68,804
49.08%
Holding current value
$3.59 Million
Previous $2.34 Million
47.87%
% of portfolio
0.56%
Previous 0.39%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
343Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio