Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr Dimensional Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.44 Billion
- Q2 2025
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 11,512 shares of DUHP stock, worth $429,742. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,512
Previous 11,512
-0.0%
Holding current value
$429,742
Previous $381,000
7.35%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.5 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$304 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$268 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$263 Million15.92% of portfolio