Angeles Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Angeles Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 27,500 shares of DUHP stock, worth $949,300. This represents 0.08% of its overall portfolio holdings.
Number of Shares
27,500
Previous 23,433
17.36%
Holding current value
$949,300
Previous $749,000
24.97%
% of portfolio
0.08%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio