Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $150 Million
- Q3 2025
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 19,913 shares of DIHP stock, worth $611,528. This represents 0.4% of its overall portfolio holdings.
Number of Shares
19,913
Previous 20,672
3.67%
Holding current value
$611,528
Previous $613 Million
99.9%
% of portfolio
0.4%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
297Shares Held
150MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$792 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$775 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$735 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$198 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$184 Million3.07% of portfolio