Capital A Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Capital A Wealth Management, LLC
- $95.4 Billion
- Q1 2025
A detailed history of Capital A Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 29 shares of DUHP stock, worth $1,001. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29Holding current value
$1,001% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.31 Billion2.93% of portfolio
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Envestnet Asset Management Inc35MShares$1.21 Billion0.39% of portfolio
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Merriman Wealth Management, LLC8.15MShares$281 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$243 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.94MShares$240 Million4.35% of portfolio