Capital Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Capital Investment Advisory Services, LLC
- $988 Million
- Q3 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 80,548 shares of DUHP stock, worth $2.77 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
80,548
Previous 83,582
3.63%
Holding current value
$2.77 Million
Previous $2.67 Million
2.66%
% of portfolio
0.28%
Previous 0.29%
Shares
6 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