Arkadios Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Arkadios Wealth Advisors
- $1.64 Billion
- Q3 2024
A detailed history of Arkadios Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arkadios Wealth Advisors holds 200,072 shares of DUHP stock, worth $6.89 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
200,072
Previous 165,790
20.68%
Holding current value
$6.89 Million
Previous $5.3 Million
28.53%
% of portfolio
0.41%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$287 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio