Cresset Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Cresset Asset Management, LLC
- $21.3 Billion
- Q3 2025
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
310Shares Held
136MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$806 Million1.57% of portfolio
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Savant Capital, LLC25.4MShares$795 Million4.33% of portfolio
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Vista Wealth Management Group, LLC6.46MShares$202 Million11.85% of portfolio
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Forum Financial Management, LP Lombard, IL6.22MShares$194 Million2.94% of portfolio
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Sequoia Financial Advisors, LLC4.88MShares$153 Million1.01% of portfolio