Breakwater Capital Group Dimensional ETF Tr Dimensional Transaction History
Breakwater Capital Group
- $496 Billion
- Q3 2024
A detailed history of Breakwater Capital Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Breakwater Capital Group holds 75,953 shares of DIHP stock, worth $2.08 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
75,953
Previous 71,585
6.1%
Holding current value
$2.08 Million
Previous $1.88 Billion
11.66%
% of portfolio
0.42%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
93MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$480 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$476 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$162 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$159 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$104 Million7.97% of portfolio