Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 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 1,612 shares of DIHP stock, worth $44,281. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,612
Previous 1,112
44.96%
Holding current value
$44,281
Previous $29,000
44.83%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$481 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$477 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$163 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$159 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$105 Million7.97% of portfolio