Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 68,016 shares of DIHP stock, worth $1.89 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
68,016
Previous 51,152
32.97%
Holding current value
$1.89 Million
Previous $1.38 Million
29.9%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$487 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$483 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$165 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$161 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$106 Million7.97% of portfolio