Wcg Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 502,564 shares of DUHP stock, worth $18.9 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
502,564
Previous 487,190
3.16%
Holding current value
$18.9 Million
Previous $17.3 Million
9.56%
% of portfolio
1.28%
Previous 1.22%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
489Shares 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