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 $2.5 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
85,859Holding current value
$2.5 Million% of portfolio
1.38%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
282Shares Held
151MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$736 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$710 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$698 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$188 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$175 Million3.07% of portfolio