Vanguard Personalized Indexing Management, LLC Dimensional ETF Tr Dimensional Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$22.28 - $25.74 $196,509 - $227,026	8,820 New	8,820 $226,000

Others Institutions Holding DIHP

# of Institutions

208

Shares Held

113M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

22.4M
Shares

$580 Million
0.21% of portfolio
Mercer Global Advisors Inc Denver, CO

22.1M
Shares

$572 Million
1.34% of portfolio
Savant Capital, LLC

8.48M
Shares

$219 Million
2.0% of portfolio
Vista Wealth Management Group, LLC

6.05M
Shares

$156 Million
11.58% of portfolio
Forum Financial Management, LP Lombard, IL

6.01M
Shares

$155 Million
3.18% of portfolio

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Ticker DIHP
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