Lee Financial CO Dimensional ETF Tr Dimensional Transaction History
Lee Financial CO
- $699 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$565 Million0.21% of portfolio
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Mercer Global Advisors Inc Denver, CO22.1MShares$557 Million1.34% of portfolio
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Savant Capital, LLC8.48MShares$213 Million2.0% of portfolio
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Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio