Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 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 1,072 shares of DIHP stock, worth $29,640. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,072
Previous 1,166
8.06%
Holding current value
$29,640
Previous $32,000
15.63%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$661 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$616 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$428 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$172 Million3.11% of portfolio