Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $484 Million
- Q1 2024
A detailed history of Aprio Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 1,513,699 shares of DIHP stock, worth $40.6 Million. This represents 8.43% of its overall portfolio holdings.
Number of Shares
1,513,699
Previous 1,324,899
14.25%
Holding current value
$40.6 Million
Previous $34 Million
19.95%
% of portfolio
8.43%
Previous 7.59%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
183Shares Held
79.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$399 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$393 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$163 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$157 Million12.39% of portfolio
-
Carlson Capital Management3.83MShares$103 Million8.21% of portfolio