Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Transaction History
Concourse Financial Group Securities, Inc.
- $0
- Q1 2025
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
100.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding DIHP
# of Institutions
279Shares Held
145MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$725 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$673 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$624 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$192 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$179 Million3.07% of portfolio