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 $30,689. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,166
Previous 1,162
0.34%
Holding current value
$30,689
Previous $30,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
216Shares Held
114MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$591 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$583 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$223 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$159 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio