Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 36,366 shares of DIHP stock, worth $998,974. This represents 0.2% of its overall portfolio holdings.
Number of Shares
36,366
Previous 18,589
95.63%
Holding current value
$998,974
Previous $501 Million
91.13%
% of portfolio
0.2%
Previous 0.11%
Shares
3 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