Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 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 2,374,664 shares of DUHP stock, worth $80.9 Million. This represents 14.02% of its overall portfolio holdings.
Number of Shares
2,374,664
Previous 2,228,963
6.54%
Holding current value
$80.9 Million
Previous $71.3 Million
13.46%
% of portfolio
14.02%
Previous 13.87%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.29 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$284 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$233 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$229 Million15.86% of portfolio