Capital Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Capital Investment Advisory Services, LLC
- $972 Million
- Q4 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 79,892 shares of DUHP stock, worth $2.78 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
79,892
Previous 80,548
0.81%
Holding current value
$2.78 Million
Previous $2.74 Million
1.64%
% of portfolio
0.28%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
346Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio