Aspire Wealth Management Corp Dimensional ETF Tr Dimensional Transaction History
Aspire Wealth Management Corp
- $158 Million
- Q1 2024
A detailed history of Aspire Wealth Management Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aspire Wealth Management Corp holds 6,865 shares of DUHP stock, worth $221,808. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,865
Previous 6,746
1.76%
Holding current value
$221,808
Previous $193,000
12.44%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio