Tci Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 718,205 shares of DUHP stock, worth $24.9 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
718,205
Previous 601,099
19.48%
Holding current value
$24.9 Million
Previous $20.5 Million
18.5%
% of portfolio
2.15%
Previous 1.83%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio