Aspire Wealth Management Corp Dimensional ETF Tr Dimensional Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 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 6,932 shares of DUHP stock, worth $261,752. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,932
              Previous 6,865
              
        
           0.98%
        
      
          
        Holding current value
$261,752
            Previous $219,000
            
        
           7.76%
        
      
          
        % of portfolio
0.14%
            Previous 0.13%
          
        Shares
	  7 transactions
	
  Others Institutions Holding DUHP
# of Institutions
469Shares Held
249MCall 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, IL7.54MShares$285 Million4.43% of portfolio
- 
    
      Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio