Aveo Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Aveo Capital Partners, LLC
- $844 Million
- Q2 2024
A detailed history of Aveo Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 349,970 shares of DUHP stock, worth $11.9 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
349,970
Previous 356,454
1.82%
Holding current value
$11.9 Million
Previous $11.3 Million
0.64%
% of portfolio
1.33%
Previous 1.28%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
301Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio