Arkadios Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Arkadios Wealth Advisors
- $3.16 Billion
- Q2 2025
A detailed history of Arkadios Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arkadios Wealth Advisors holds 220,814 shares of DUHP stock, worth $8.34 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
220,814
Previous 215,254
2.58%
Holding current value
$8.34 Million
Previous $7.13 Million
10.08%
% of portfolio
0.25%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio