Steward Financial Group LLC Dimensional ETF Tr Dimensional Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Financial Group LLC holds 37,030 shares of DIHP stock, worth $1.01 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
37,030Holding current value
$1.01 Million% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$650 Million0.2% of portfolio
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Mercer Global Advisors Inc Denver, CO22.3MShares$605 Million1.39% of portfolio
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Savant Capital, LLC15.5MShares$420 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$172 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio