Arbor Fi Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Arbor Fi Advisors, LLC
- $114 Billion
- Q2 2025
A detailed history of Arbor Fi Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arbor Fi Advisors, LLC holds 179,222 shares of DUHP stock, worth $6.52 Million. This represents 5.61% of its overall portfolio holdings.
Number of Shares
179,222
Previous 165,618
8.21%
Holding current value
$6.52 Million
Previous $5.49 Billion
16.12%
% of portfolio
5.61%
Previous 5.45%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
447Shares Held
239MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio