Shearwater Capital LLC Dimensional ETF Tr Dimensional Transaction History
Shearwater Capital LLC
- $147 Million
- Q4 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shearwater Capital LLC holds 12,042 shares of DUHP stock, worth $431,344. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,042Holding current value
$431,344% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
218MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.37 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.28 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$292 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$247 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.75MShares$242 Million4.6% of portfolio