Triad Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 9,501 shares of DIHP stock, worth $295,576. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,501
Previous 7,675
23.79%
Holding current value
$295,576
Previous $226 Million
27.59%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio