Arlington Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Arlington Financial Advisors, LLC
- $427 Million
- Q4 2024
A detailed history of Arlington Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arlington Financial Advisors, LLC holds 473,288 shares of DUHP stock, worth $16.9 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
473,288
Previous 457,993
3.34%
Holding current value
$16.9 Million
Previous $15.6 Million
2.49%
% of portfolio
3.74%
Previous 3.96%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
218MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$290 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$246 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$241 Million4.6% of portfolio