Aveo Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Aveo Capital Partners, LLC
- $910 Million
- Q3 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 350,561 shares of DUHP stock, worth $12 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
350,561
Previous 349,970
0.17%
Holding current value
$12 Million
Previous $11.2 Million
6.68%
% of portfolio
1.31%
Previous 1.33%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
333Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio