Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $342 Million
- Q1 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 891,022 shares of DIHP stock, worth $23.7 Million. This represents 7.02% of its overall portfolio holdings.
Number of Shares
891,022
Previous 898,961
0.88%
Holding current value
$23.7 Million
Previous $23.1 Million
4.06%
% of portfolio
7.02%
Previous 7.18%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
185Shares Held
80.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$396 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$390 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$162 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$156 Million12.39% of portfolio
-
Carlson Capital Management3.81MShares$101 Million7.97% of portfolio