Align Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Align Wealth Management, LLC holds 85,859 shares of DIHP stock, worth $2.48 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
85,859Holding current value
$2.48 Million% of portfolio
1.38%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
265Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$703 Million1.53% of portfolio
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Envestnet Asset Management Inc22.6MShares$652 Million0.2% of portfolio
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Savant Capital, LLC21MShares$605 Million4.28% of portfolio
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Vista Wealth Management Group, LLC6.46MShares$186 Million11.85% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$173 Million3.07% of portfolio