Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 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 2,228,963 shares of DUHP stock, worth $75.5 Million. This represents 13.87% of its overall portfolio holdings.
Number of Shares
2,228,963
Previous 2,449,728
9.01%
Holding current value
$75.5 Million
Previous $77.4 Million
7.92%
% of portfolio
13.87%
Previous 16.01%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio