Meredith Wealth Planning Dimensional ETF Tr Dimensional Transaction History
Meredith Wealth Planning
- $191 Billion
- Q2 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meredith Wealth Planning holds 338,373 shares of DIHP stock, worth $9.17 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
338,373
Previous 299,431
13.01%
Holding current value
$9.17 Million
Previous $8.07 Billion
10.4%
% of portfolio
4.67%
Previous 4.5%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$475 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$471 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$161 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$157 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$103 Million7.97% of portfolio