Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $437 Million
- Q4 2024
A detailed history of Satovsky Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Satovsky Asset Management LLC holds 1,665,927 shares of DIHP stock, worth $44.5 Million. This represents 9.63% of its overall portfolio holdings.
Number of Shares
1,665,927
Previous 1,662,036
0.23%
Holding current value
$44.5 Million
Previous $46 Million
8.67%
% of portfolio
9.63%
Previous 10.38%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
223Shares Held
121MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$599 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$592 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$414 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$169 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio