Walden Wealth Partners LLC Dimensional ETF Tr Dimensional Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Walden Wealth Partners LLC holds 341,981 shares of DIHP stock, worth $10 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
341,981
Previous 333,047
2.68%
Holding current value
$10 Million
Previous $8.85 Billion
1.68%
% of portfolio
5.02%
Previous 5.14%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
264Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$713 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$662 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$614 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$189 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$176 Million3.07% of portfolio