Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 503,946 shares of DUHP stock, worth $17.1 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
503,946
Previous 476,142
5.84%
Holding current value
$17.1 Million
Previous $15.1 Million
7.12%
% of portfolio
0.18%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
301Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio