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 1,800,894 shares of DIHP stock, worth $46.2 Million. This represents 8.64% of its overall portfolio holdings.
Number of Shares
1,800,894
Previous 1,957,601
8.01%
Holding current value
$46.2 Million
Previous $51.5 Million
3.18%
% of portfolio
8.64%
Previous 10.03%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$575 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$568 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$217 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$155 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$154 Million3.18% of portfolio