Family Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Family Wealth Partners, LLC
- $176 Billion
- Q1 2024
A detailed history of Family Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Family Wealth Partners, LLC holds 189,056 shares of DIHP stock, worth $5.05 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
189,056
Previous 115,479
63.71%
Holding current value
$5.05 Million
Previous $2.96 Billion
71.88%
% of portfolio
2.89%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
183Shares Held
79.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$397 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$391 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$162 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$156 Million12.39% of portfolio
-
Carlson Capital Management3.83MShares$102 Million8.21% of portfolio