Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Websterrogers Financial Advisors, LLC
- $333 Million
- Q4 2025
A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 408,155 shares of DUHP stock, worth $15.4 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
408,155
Previous 405,756
0.59%
Holding current value
$15.4 Million
Previous $15.3 Million
0.3%
% of portfolio
4.62%
Previous 4.69%
Shares
13 transactions
Others Institutions Holding DUHP
# of Institutions
493Shares Held
225MCall 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