Arkadios Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Arkadios Wealth Advisors
- $1.71 Billion
- Q4 2024
A detailed history of Arkadios Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arkadios Wealth Advisors holds 242,613 shares of DUHP stock, worth $8.55 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
242,613
Previous 200,072
21.26%
Holding current value
$8.55 Million
Previous $6.82 Million
20.26%
% of portfolio
0.48%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio