Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,847 shares of DIHP stock, worth $134,019. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,847
Previous 3,147
54.02%
Holding current value
$134,019
Previous $87,000
40.23%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$661 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$616 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$428 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$172 Million3.11% of portfolio