Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 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 718,128 shares of DIHP stock, worth $19.4 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
718,128
Previous 699,665
2.64%
Holding current value
$19.4 Million
Previous $18.8 Million
0.28%
% of portfolio
0.48%
Previous 0.48%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
199Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$473 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$469 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$160 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$156 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$103 Million7.97% of portfolio