Wealthcare Advisory Partners LLC Dimensional ETF Tr Dimensional Transaction History
Wealthcare Advisory Partners LLC
- $3.14 Billion
- Q2 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 47,626 shares of DUHP stock, worth $1.61 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
47,626
Previous 32,503
46.53%
Holding current value
$1.61 Million
Previous $1.03 Million
48.3%
% of portfolio
0.05%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
301Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$997 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$278 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$226 Million4.41% of portfolio