Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 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 419,602 shares of DUHP stock, worth $14.9 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
419,602
Previous 412,140
1.81%
Holding current value
$14.9 Million
Previous $13.2 Million
8.43%
% of portfolio
0.97%
Previous 0.98%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio