Waterloo Capital, L.P. Dimensional ETF Tr Dimensional Transaction History
Waterloo Capital, L.P.
- $1.34 Trillion
- Q3 2025
A detailed history of Waterloo Capital, L.P. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Waterloo Capital, L.P. holds 126,007 shares of DUHP stock, worth $4.75 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
126,007
Previous 150,129
16.07%
Holding current value
$4.75 Million
Previous $5.34 Billion
10.85%
% of portfolio
0.35%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall 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