Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,166 shares of DIHP stock, worth $30,141. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,166
Previous 1,162
0.34%
Holding current value
$30,141
Previous $30,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$580 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$572 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$219 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$156 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$155 Million3.18% of portfolio