Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Mattern Wealth Management LLC
- $402 Million
- Q2 2024
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mattern Wealth Management LLC holds 30,057 shares of DIHP stock, worth $835,284. This represents 0.2% of its overall portfolio holdings.
Number of Shares
30,057
Previous 8,218
265.75%
Holding current value
$835,284
Previous $221,000
257.92%
% of portfolio
0.2%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$487 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$483 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$165 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$161 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$106 Million7.97% of portfolio