Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 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 3,147 shares of DIHP stock, worth $80,940. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,147
Previous 1,612
95.22%
Holding current value
$80,940
Previous $42,000
107.14%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$577 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$570 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$218 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$156 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$155 Million3.18% of portfolio