Nalls Sherbakoff Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 7,175 shares of DUHP stock, worth $270,210. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,175
Previous 6,863
4.55%
Holding current value
$270,210
Previous $176 Million
16.43%
% of portfolio
0.18%
Previous 0.17%
Shares
2 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