Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
216Shares Held
114MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$590 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$582 Million1.34% of portfolio
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Savant Capital, LLC15.5MShares$407 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$167 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio