True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 456,845 shares of DIHP stock, worth $14 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
456,845
Previous 451,729
1.13%
Holding current value
$14 Million
Previous $13.3 Billion
4.24%
% of portfolio
4.24%
Previous 4.69%
Shares
12 transactions
Others Institutions Holding DIHP
# of Institutions
304Shares Held
156MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$791 Million1.57% of portfolio
-
Envestnet Asset Management Inc25.3MShares$775 Million0.23% of portfolio
-
Savant Capital, LLC23.9MShares$735 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$198 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$191 Million2.94% of portfolio