Meredith Wealth Planning Dimensional ETF Tr Dimensional Transaction History
Meredith Wealth Planning
- $224 Billion
- Q4 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 407,495 shares of DIHP stock, worth $10.7 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
407,495
Previous 362,237
12.49%
Holding current value
$10.7 Million
Previous $10 Billion
2.46%
% of portfolio
4.58%
Previous 4.79%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
218Shares Held
121MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$590 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$583 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$407 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$167 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio