Meredith Wealth Planning Dimensional ETF Tr Dimensional Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meredith Wealth Planning holds 362,237 shares of DIHP stock, worth $9.27 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
362,237
Previous 338,373
7.05%
Holding current value
$9.27 Million
Previous $8.91 Billion
12.67%
% of portfolio
4.79%
Previous 4.67%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$574 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$567 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$217 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$155 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$154 Million3.18% of portfolio