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 $1.71 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
54,302
Previous 48,510
11.94%
Holding current value
$1.71 Million
Previous $1.65 Million
11.02%
% of portfolio
2.04%
Previous 1.8%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
222MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.21 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.13 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$257 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$222 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$217 Million4.6% of portfolio