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 $9.07 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
341,981
Previous 333,047
2.68%
Holding current value
$9.07 Million
Previous $8.85 Billion
1.68%
% of portfolio
5.02%
Previous 5.14%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
231Shares Held
123MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$595 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$588 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$411 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$168 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio