Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Apella Capital, LLC
- $2.54 Billion
- Q4 2024
A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apella Capital, LLC holds 532,179 shares of DUHP stock, worth $18.2 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
532,179
Previous 54,924
868.94%
Holding current value
$18.2 Million
Previous $1.87 Million
861.09%
% of portfolio
0.71%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
333Shares Held
208MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio