Wescap Management Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Wescap Management Group, Inc.
- $464 Million
- Q3 2025
A detailed history of Wescap Management Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wescap Management Group, Inc. holds 217,038 shares of DUHP stock, worth $8.17 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
217,038
Previous 213,025
1.88%
Holding current value
$8.17 Million
Previous $7.58 Million
8.21%
% of portfolio
1.77%
Previous 1.76%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
221MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio