Bka Wealth Consulting, Inc. Dimensional ETF Tr Dimensional Transaction History
Bka Wealth Consulting, Inc.
- $91.7 Million
- Q3 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 48,510 shares of DUHP stock, worth $1.67 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
48,510
Previous 45,431
6.78%
Holding current value
$1.67 Million
Previous $1.45 Million
13.7%
% of portfolio
1.8%
Previous 1.75%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.31 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$288 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$233 Million15.86% of portfolio