Aveo Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Aveo Capital Partners, LLC
- $856 Million
- Q4 2024
A detailed history of Aveo Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 338,460 shares of DUHP stock, worth $10.6 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
338,460
Previous 350,561
3.45%
Holding current value
$10.6 Million
Previous $11.9 Million
4.25%
% of portfolio
1.34%
Previous 1.31%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
222MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.2 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.12 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$255 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$221 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$215 Million4.6% of portfolio