Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q2 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 487,190 shares of DUHP stock, worth $18.4 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
487,190
Previous 451,996
7.79%
Holding current value
$18.4 Million
Previous $15 Million
15.66%
% of portfolio
1.22%
Previous 1.24%
Shares
8 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
-
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, IL7.54MShares$285 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio