American Capital Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
American Capital Advisory, LLC
- $181 Billion
- Q4 2024
A detailed history of American Capital Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, American Capital Advisory, LLC holds 3,333 shares of DUHP stock, worth $117,088. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,333
Previous 3,415
2.4%
Holding current value
$117,088
Previous $116 Million
3.2%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
345Shares 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$1.3 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio