West Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
West Financial Advisors, LLC
- $482 Million
- Q2 2024
A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, West Financial Advisors, LLC holds 392,628 shares of DUHP stock, worth $13.3 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
392,628
Previous 379,605
3.43%
Holding current value
$13.3 Million
Previous $12 Million
4.68%
% of portfolio
2.61%
Previous 2.57%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
300Shares Held
183MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.04 Billion2.48% of portfolio
-
Envestnet Asset Management Inc29.4MShares$999 Million0.33% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$279 Million11.93% of portfolio
-
Vista Wealth Management Group, LLC6.75MShares$229 Million16.37% of portfolio
-
Forum Financial Management, LP Lombard, IL6.68MShares$227 Million4.41% of portfolio