American Capital Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
American Capital Advisory, LLC
- $172 Billion
- Q3 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 3,415 shares of DUHP stock, worth $119,764. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,415
Previous 751
354.73%
Holding current value
$119,764
Previous $21.5 Million
441.49%
% of portfolio
0.07%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
310Shares Held
196MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.07 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$288 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio