Wescap Management Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Wescap Management Group, Inc.
- $405 Million
- Q4 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 261,461 shares of DUHP stock, worth $9.21 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
261,461
Previous 151,246
72.87%
Holding current value
$9.21 Million
Previous $5.15 Million
71.47%
% of portfolio
2.18%
Previous 1.3%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio