American Capital Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
American Capital Advisory, LLC
- $140 Billion
- Q2 2024
A detailed history of American Capital Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, American Capital Advisory, LLC holds 751 shares of DUHP stock, worth $25,699. This represents 0.02% of its overall portfolio holdings.
Number of Shares
751
Previous 669
12.26%
Holding current value
$25,699
Previous $16.8 Million
27.75%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
306Shares Held
187MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.05 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$1.01 Billion0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$281 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$231 Million16.37% of portfolio