Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History
Investmark Advisory Group LLC
- $179 Million
- Q1 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 28,355 shares of DIHP stock, worth $746,303. This represents 0.43% of its overall portfolio holdings.
Number of Shares
28,355
Previous 24,715
14.73%
Holding current value
$746,303
Previous $634,000
20.35%
% of portfolio
0.43%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
182Shares Held
79.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$391 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$385 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$160 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$154 Million12.39% of portfolio
-
Carlson Capital Management3.83MShares$101 Million8.21% of portfolio