Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $808 Million
- Q2 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 2,341,055 shares of DUHP stock, worth $86.3 Million. This represents 10.3% of its overall portfolio holdings.
Number of Shares
2,341,055
Previous 2,406,046
2.7%
Holding current value
$86.3 Million
Previous $79.7 Million
4.4%
% of portfolio
10.3%
Previous 10.9%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
461Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.48 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio