Bka Wealth Consulting, Inc. Dimensional ETF Tr Dimensional Transaction History
Bka Wealth Consulting, Inc.
- $89.9 Million
- Q4 2024
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 54,302 shares of DUHP stock, worth $1.86 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
54,302
Previous 48,510
11.94%
Holding current value
$1.86 Million
Previous $1.65 Million
11.02%
% of portfolio
2.04%
Previous 1.8%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
333Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.26 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$234 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio