Cascade Wealth Advisors, Inc Dimensional ETF Tr Dimensional Transaction History
Cascade Wealth Advisors, Inc
- $177 Billion
- Q2 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 29,950 shares of DUHP stock, worth $1.13 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
29,950Holding current value
$1.13 Million% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
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Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
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Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
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Forum Financial Management, LP Lombard, IL7.54MShares$285 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio