Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr Dimensional Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.21 Billion
- Q4 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 11,512 shares of DUHP stock, worth $364,239. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,512
Previous 13,408
14.14%
Holding current value
$364,239
Previous $456,000
14.91%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
397Shares Held
224MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.21 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.13 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$258 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$223 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$217 Million4.6% of portfolio