Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr Dimensional Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.25 Billion
- Q3 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 13,408 shares of DUHP stock, worth $466,732. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,408Holding current value
$466,732% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
334Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
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Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
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Merriman Wealth Management, LLC8.34MShares$290 Million12.03% of portfolio
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Forum Financial Management, LP Lombard, IL6.84MShares$238 Million4.45% of portfolio
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Vista Wealth Management Group, LLC6.74MShares$235 Million15.86% of portfolio