Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr Dimensional Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.07 Billion
- Q1 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 $376,212. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,512
Previous 11,512
-0.0%
Holding current value
$376,212
Previous $388,000
1.8%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
408Shares Held
225MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio