Wealthsource Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthsource Partners, LLC holds 29,218 shares of DIHP stock, worth $779,536. This represents 0.05% of its overall portfolio holdings.
Number of Shares
29,218
Previous 29,500
0.96%
Holding current value
$779,536
Previous $684,000
9.5%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
248Shares Held
129MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$638 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$595 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$413 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$169 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$166 Million3.11% of portfolio