Arkadios Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Arkadios Wealth Advisors
- $2.49 Billion
- Q1 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 215,254 shares of DUHP stock, worth $7.83 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
215,254
Previous 242,613
11.28%
Holding current value
$7.83 Million
Previous $8.2 Million
12.98%
% of portfolio
0.29%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
437Shares Held
235MCall 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$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