Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $731 Million
- Q1 2025
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 2,406,046 shares of DUHP stock, worth $87 Million. This represents 10.9% of its overall portfolio holdings.
Number of Shares
2,406,046
Previous 2,570,342
6.39%
Holding current value
$87 Million
Previous $86.9 Million
8.19%
% of portfolio
10.9%
Previous 13.77%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
435Shares Held
234MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio