Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 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 2,007,885 shares of DIHP stock, worth $55.1 Million. This represents 8.04% of its overall portfolio holdings.
Number of Shares
2,007,885
Previous 1,800,894
11.49%
Holding current value
$55.1 Million
Previous $49.9 Million
1.59%
% of portfolio
8.04%
Previous 8.64%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$657 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$612 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$425 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$174 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$171 Million3.11% of portfolio