Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $222 Million
- Q2 2025
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 35,685 shares of DIHP stock, worth $1.05 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
35,685
Previous 30,616
16.56%
Holding current value
$1.05 Million
Previous $824,000
27.67%
% of portfolio
0.47%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
285Shares Held
147MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$744 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$717 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$705 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$190 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$177 Million3.07% of portfolio