Plancorp, LLC Dimensional ETF Tr Dimensional Transaction History
Plancorp, LLC
- $2.42 Billion
- Q4 2024
A detailed history of Plancorp, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Plancorp, LLC holds 8,713 shares of DUHP stock, worth $302,428. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,713
Previous 7,253
20.13%
Holding current value
$302,428
Previous $247,000
19.03%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio