Private Ocean, LLC Dimensional ETF Tr Dimensional Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

A detailed history of Private Ocean, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Private Ocean, LLC holds 5,036 shares of DIHP stock, worth $130,180. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,036

Holding current value

$130,180

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$25.66 - $27.34 $129,223 - $137,684	5,036 New	5,036 $132,000

Others Institutions Holding DIHP

# of Institutions

208

Shares Held

113M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

22.4M
Shares

$580 Million
0.21% of portfolio
Mercer Global Advisors Inc Denver, CO

22.1M
Shares

$572 Million
1.34% of portfolio
Savant Capital, LLC

8.48M
Shares

$219 Million
2.0% of portfolio
Vista Wealth Management Group, LLC

6.05M
Shares

$156 Million
11.58% of portfolio
Forum Financial Management, LP Lombard, IL

6.01M
Shares

$155 Million
3.18% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

More about DIHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Ocean, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Ocean, LLC with notifications on news.

Account