Kaufman Rossin Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Kaufman Rossin Wealth, LLC
- $140 Billion
- Q1 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 169,938 shares of DIHP stock, worth $4.93 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
169,938
Previous 161,187
5.43%
Holding current value
$4.93 Million
Previous $4.07 Billion
12.57%
% of portfolio
3.27%
Previous 4.19%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
264Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$707 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$656 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$608 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$187 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$174 Million3.07% of portfolio