Market Street Wealth Management Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Market Street Wealth Management Advisors LLC
- $545 Million
- Q4 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 511,481 shares of DIHP stock, worth $13.1 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
511,481
Previous 504,367
1.41%
Holding current value
$13.1 Million
Previous $14 Million
7.59%
% of portfolio
2.37%
Previous 2.53%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
211Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$574 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$567 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$217 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$155 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$154 Million3.18% of portfolio