Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investmark Advisory Group LLC holds 29,165 shares of DIHP stock, worth $753,915. This represents 0.4% of its overall portfolio holdings.
Number of Shares
29,165
Previous 28,499
2.34%
Holding current value
$753,915
Previous $750,000
7.6%
% of portfolio
0.4%
Previous 0.41%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$580 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$572 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$219 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$156 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$155 Million3.18% of portfolio