Wescap Management Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Wescap Management Group, Inc.
- $430 Million
- Q2 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 213,025 shares of DUHP stock, worth $7.74 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
213,025
Previous 254,767
16.38%
Holding current value
$7.74 Million
Previous $8.44 Million
10.27%
% of portfolio
1.76%
Previous 2.09%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
444Shares Held
239MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.33 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$296 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$261 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$256 Million15.92% of portfolio