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 $1.96 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
75,953
Previous 71,585
6.1%
Holding current value
$1.96 Million
Previous $1.88 Billion
11.66%
% of portfolio
0.42%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$578 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$570 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$218 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$156 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$155 Million3.18% of portfolio