Drive Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 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 55,496 shares of DIHP stock, worth $1.52 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
55,496
Previous 50,448
10.01%
Holding current value
$1.52 Million
Previous $1.36 Million
7.43%
% of portfolio
0.4%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
93MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$480 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$476 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$162 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$159 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$104 Million7.97% of portfolio