Congress Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Congress Wealth Management LLC holds 17,961 shares of DIHP stock, worth $517,456. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,961Holding current value
$517,456% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
264Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$702 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$651 Million0.2% of portfolio
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Savant Capital, LLC21MShares$604 Million4.28% of portfolio
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Vista Wealth Management Group, LLC6.46MShares$186 Million11.85% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$173 Million3.07% of portfolio