Wescap Management Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Wescap Management Group, Inc.
- $403 Million
- Q1 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 254,767 shares of DUHP stock, worth $8.85 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
254,767
Previous 261,461
2.56%
Holding current value
$8.85 Million
Previous $8.83 Million
4.44%
% of portfolio
2.09%
Previous 2.18%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.32 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.22 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$245 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$241 Million4.35% of portfolio