Angeles Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Angeles Wealth Management, LLC
- $1.21 Billion
- Q4 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 21,476 shares of DUHP stock, worth $749,512. This represents 0.06% of its overall portfolio holdings.
Number of Shares
21,476
Previous 27,500
21.91%
Holding current value
$749,512
Previous $936,000
22.54%
% of portfolio
0.06%
Previous 0.08%
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$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$291 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio