Kaufman Rossin Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
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 161,187 shares of DIHP stock, worth $4.2 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
161,187Holding current value
$4.2 Million% of portfolio
4.19%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
215Shares Held
114MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$584 Million0.21% of portfolio
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Mercer Global Advisors Inc Denver, CO22.1MShares$576 Million1.34% of portfolio
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Savant Capital, LLC8.48MShares$221 Million2.0% of portfolio
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Vista Wealth Management Group, LLC6.05MShares$157 Million11.58% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$156 Million3.18% of portfolio