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 $13.6 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
511,481
Previous 504,367
1.41%
Holding current value
$13.6 Million
Previous $14 Million
7.59%
% of portfolio
2.37%
Previous 2.53%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
227Shares Held
122MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$595 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$588 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$411 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$168 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio