Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 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 46,534 shares of DIHP stock, worth $1.26 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
46,534
Previous 40,147
15.91%
Holding current value
$1.26 Million
Previous $1.11 Billion
5.57%
% of portfolio
0.24%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
248Shares Held
128MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$649 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$604 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$420 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$172 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio