Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 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 93,918 shares of DIHP stock, worth $2.55 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
93,918
Previous 73,666
27.49%
Holding current value
$2.55 Million
Previous $2.04 Million
16.18%
% of portfolio
0.14%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
248Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$649 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$604 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$420 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$172 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio