Aptus Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Aptus Capital Advisors, LLC
- $12.7 Billion
- Q3 2025
A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 481 shares of DUHP stock, worth $18,114. This represents 0.0% of its overall portfolio holdings.
Number of Shares
481
Previous 1,050
54.19%
Holding current value
$18,114
Previous $37,000
51.35%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio