Poinciana Advisors Group, LLC Dimensional ETF Tr Dimensional Transaction History
Poinciana Advisors Group, LLC
- $111 Billion
- Q2 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 12,745 shares of DIHP stock, worth $393,438. This represents 0.34% of its overall portfolio holdings.
Number of Shares
12,745Holding current value
$393,438% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
291Shares Held
149MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$796 Million1.57% of portfolio
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Envestnet Asset Management Inc25.3MShares$780 Million0.23% of portfolio
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Savant Capital, LLC23.9MShares$739 Million4.6% of portfolio
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Vista Wealth Management Group, LLC6.46MShares$199 Million11.85% of portfolio
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Forum Financial Management, LP Lombard, IL6MShares$185 Million3.07% of portfolio