Maryland Capital Advisors Inc. Dimensional ETF Tr Dimensional Transaction History
Maryland Capital Advisors Inc.
- $211 Million
- Q4 2024
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 31,761 shares of DUHP stock, worth $1.11 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
31,761
Previous 26,133
21.54%
Holding current value
$1.11 Million
Previous $890,000
20.56%
% of portfolio
0.51%
Previous 0.44%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
350Shares Held
212MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio