Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 296,694 shares of DIHP stock, worth $8.74 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
296,694
Previous 264,591
12.13%
Holding current value
$8.74 Million
Previous $7.13 Million
22.74%
% of portfolio
0.07%
Previous 0.07%
Shares
13 transactions
Others Institutions Holding DIHP
# of Institutions
283Shares Held
147MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$744 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$717 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$705 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$190 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$177 Million3.07% of portfolio