Align Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Align Wealth Management, LLC holds 85,859 shares of DIHP stock, worth $2.23 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
85,859Holding current value
$2.23 Million% of portfolio
1.38%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
212Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$584 Million0.21% of portfolio
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Mercer Global Advisors Inc Denver, CO22.1MShares$576 Million1.34% of portfolio
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Savant Capital, LLC8.48MShares$221 Million2.0% of portfolio
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Vista Wealth Management Group, LLC6.05MShares$157 Million11.58% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$156 Million3.18% of portfolio