Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Wcg Wealth Advisors LLC
- $1.18 Billion
- Q1 2024
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 400,339 shares of DUHP stock, worth $12.8 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
400,339
Previous 285,651
40.15%
Holding current value
$12.8 Million
Previous $8.17 Million
54.85%
% of portfolio
1.07%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
267Shares Held
162MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$842 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$821 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$259 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$226 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$214 Million16.65% of portfolio