Tci Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tci Wealth Advisors, Inc.
- $1.15 Billion
- Q1 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 1,010,553 shares of DUHP stock, worth $34 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
1,010,553
Previous 718,205
40.71%
Holding current value
$34 Million
Previous $24.3 Million
38.0%
% of portfolio
2.9%
Previous 2.15%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.28 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.18 Billion0.39% of portfolio
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Merriman Wealth Management, LLC8.15MShares$274 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$237 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$233 Million4.35% of portfolio