Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $145 Billion
- Q2 2025
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 20,672 shares of DIHP stock, worth $629,462. This represents 0.42% of its overall portfolio holdings.
Number of Shares
20,672
Previous 22,207
6.91%
Holding current value
$629,462
Previous $590 Million
3.73%
% of portfolio
0.42%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
292Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$785 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$769 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$729 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$197 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$183 Million3.07% of portfolio