Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 2024
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Family Wealth Partners, LLC holds 217,445 shares of DIHP stock, worth $5.96 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
217,445
Previous 189,056
15.02%
Holding current value
$5.96 Million
Previous $5.09 Billion
12.37%
% of portfolio
2.97%
Previous 2.89%
Shares
3 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