Breakwater Capital Group Dimensional ETF Tr Dimensional Transaction History
Breakwater Capital Group
- $502 Billion
- Q4 2024
A detailed history of Breakwater Capital Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Breakwater Capital Group holds 65,672 shares of DIHP stock, worth $1.67 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
65,672
Previous 75,953
13.54%
Holding current value
$1.67 Million
Previous $2.1 Billion
21.25%
% of portfolio
0.33%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
212Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$572 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$565 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$216 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$154 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$153 Million3.18% of portfolio