Wealth Advisors Northwest LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Advisors Northwest LLC
- $158 Billion
- Q1 2025
A detailed history of Wealth Advisors Northwest LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 335,104 shares of DUHP stock, worth $11.6 Million. This represents 7.04% of its overall portfolio holdings.
Number of Shares
335,104
Previous 286,537
16.95%
Holding current value
$11.6 Million
Previous $9.68 Billion
14.7%
% of portfolio
7.04%
Previous 6.59%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.31 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.21 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$281 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$243 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$239 Million4.35% of portfolio