Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Exencial Wealth Advisors, LLC
- $2.75 Billion
- Q2 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 410,683 shares of DIHP stock, worth $12.1 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
410,683
Previous 346,269
18.6%
Holding current value
$12.1 Million
Previous $9.33 Million
29.83%
% of portfolio
0.44%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
285Shares Held
147MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$744 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$717 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$705 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$190 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$177 Million3.07% of portfolio