Cascade Wealth Advisors, Inc Dimensional ETF Tr Dimensional Call Options Transaction History

Cascade Wealth Advisors, Inc

$177 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DUHP

# of Institutions

468

Shares Held

248M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

40.1M
Shares

$1.51 Billion
2.95% of portfolio
Envestnet Asset Management Inc

36.5M
Shares

$1.38 Billion
0.4% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$308 Million
11.99% of portfolio
Forum Financial Management, LP Lombard, IL

7.54M
Shares

$285 Million
4.43% of portfolio
Vista Wealth Management Group, LLC

7.05M
Shares

$266 Million
15.92% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.