Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr Dimensional Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.67 Billion
- Q3 2025
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 $433,541. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,512
Previous 11,512
-0.0%
Holding current value
$433,541
Previous $409,000
6.11%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
486Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio