Tci Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tci Wealth Advisors, Inc.
- $1.52 Billion
- Q3 2025
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,795,077 shares of DUHP stock, worth $67.8 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
1,795,077
Previous 1,388,309
29.3%
Holding current value
$67.8 Million
Previous $49.4 Million
37.34%
% of portfolio
4.46%
Previous 3.7%
Shares
15 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$271 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio