Assured Partners Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Assured Partners Investment Advisors, LLC
- $513 Billion
- Q4 2024
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 8,347 shares of DUHP stock, worth $278,873. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,347Holding current value
$278,873% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.28 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.19 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$272 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$231 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$230 Million4.6% of portfolio