Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History
Asset Planning Corporation
- $187 Million
- Q2 2025
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Planning Corporation holds 464,628 shares of DUHP stock, worth $17.7 Million. This represents 8.82% of its overall portfolio holdings.
Number of Shares
464,628Holding current value
$17.7 Million% of portfolio
8.82%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.53 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$310 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.17MShares$273 Million4.42% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$268 Million15.92% of portfolio