Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 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 264,591 shares of DIHP stock, worth $7.72 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
264,591
Previous 249,990
5.84%
Holding current value
$7.72 Million
Previous $6.31 Million
12.98%
% of portfolio
0.07%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
264Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$710 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$659 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$611 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$188 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$175 Million3.07% of portfolio