Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Websterrogers Financial Advisors, LLC
- $279 Million
- Q3 2024
A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 401,142 shares of DUHP stock, worth $13.8 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
401,142
Previous 404,028
0.71%
Holding current value
$13.8 Million
Previous $12.9 Million
5.74%
% of portfolio
4.89%
Previous 4.72%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
329Shares Held
206MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$286 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$235 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$231 Million15.86% of portfolio