Wescap Management Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Wescap Management Group, Inc.
- $395 Million
- Q3 2024
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 151,246 shares of DUHP stock, worth $5.28 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
151,246
Previous 109,822
37.72%
Holding current value
$5.28 Million
Previous $3.51 Million
46.66%
% of portfolio
1.3%
Previous 1.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
334Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$291 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$235 Million15.86% of portfolio