Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History
Asset Planning Corporation
- $204 Million
- Q3 2025
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Planning Corporation holds 476,750 shares of DUHP stock, worth $18 Million. This represents 8.81% of its overall portfolio holdings.
Number of Shares
476,750
Previous 464,628
2.61%
Holding current value
$18 Million
Previous $16.5 Million
8.98%
% of portfolio
8.81%
Previous 8.82%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
506Shares Held
228MCall 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, IL8.02MShares$302 Million4.53% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio