Aptus Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Aptus Capital Advisors, LLC
- $8.9 Billion
- Q4 2024
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 500 shares of DUHP stock, worth $17,615. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 2,735
81.72%
Holding current value
$17,615
Previous $93,000
82.8%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio