Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 10,609 shares of DIHP stock, worth $288,883. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,609
Previous 8,935
18.74%
Holding current value
$288,883
Previous $248 Million
8.15%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
245Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$651 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$607 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$422 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$173 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.12MShares$167 Million3.11% of portfolio