Bka Wealth Consulting, Inc. Dimensional ETF Tr Dimensional Transaction History
Bka Wealth Consulting, Inc.
- $99.9 Million
- Q2 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 70,307 shares of DUHP stock, worth $2.57 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
70,307
Previous 66,571
5.61%
Holding current value
$2.57 Million
Previous $2.21 Million
13.33%
% of portfolio
2.5%
Previous 2.43%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
435Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.39 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.28 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$298 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$258 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$254 Million4.35% of portfolio