Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 688,267 shares of DIHP stock, worth $17.3 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
688,267
Previous 718,128
4.16%
Holding current value
$17.3 Million
Previous $18.9 Million
0.86%
% of portfolio
0.45%
Previous 0.48%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$564 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$557 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$213 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio