Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History
Wealthcare Advisory Partners LLC
- $3.49 Billion
- Q4 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 39,622 shares of DUHP stock, worth $1.4 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
39,622
Previous 49,212
19.49%
Holding current value
$1.4 Million
Previous $1.68 Million
20.17%
% of portfolio
0.04%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio