Benchmark Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 20,652 shares of DIHP stock, worth $608,201. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,652
Previous 14,238
45.05%
Holding current value
$608,201
Previous $385,000
58.18%
% of portfolio
0.27%
Previous 0.19%
Shares
2 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