Turtle Creek Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Turtle Creek Wealth Advisors, LLC
- $433 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
248Shares Held
129MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$638 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$595 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$413 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$169 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$166 Million3.11% of portfolio