Capital Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Capital Investment Advisory Services, LLC
- $885 Million
- Q1 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 50,902 shares of DUHP stock, worth $1.64 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
50,902
Previous 832
6018.03%
Holding current value
$1.64 Million
Previous $23,000
6895.65%
% of portfolio
0.18%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
268Shares Held
163MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$850 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$828 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio