Bka Wealth Consulting, Inc. Dimensional ETF Tr Dimensional Transaction History
Bka Wealth Consulting, Inc.
- $90.7 Million
- Q1 2025
A detailed history of Bka Wealth Consulting, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 66,571 shares of DUHP stock, worth $2.31 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
66,571
Previous 54,302
22.59%
Holding current value
$2.31 Million
Previous $1.83 Million
20.28%
% of portfolio
2.43%
Previous 2.04%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.32 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.22 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$245 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$241 Million4.35% of portfolio