Drive Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Drive Wealth Management, LLC holds 55,625 shares of DIHP stock, worth $1.5 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
55,625
Previous 56,079
0.81%
Holding current value
$1.5 Million
Previous $1.55 Million
9.66%
% of portfolio
0.36%
Previous 0.41%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$646 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$602 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$418 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$171 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$168 Million3.11% of portfolio