Capital Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Capital Investment Advisory Services, LLC
- $1.15 Billion
- Q3 2025
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 105,470 shares of DUHP stock, worth $3.97 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
105,470
Previous 105,061
0.39%
Holding current value
$3.97 Million
Previous $3.74 Million
6.64%
% of portfolio
0.35%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
223MCall 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, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio