Assured Partners Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Assured Partners Investment Advisors, LLC
- $513 Billion
- Q4 2024
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 8,347 shares of DUHP stock, worth $293,480. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,347Holding current value
$293,480% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
373Shares Held
216MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$293 Million12.03% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio