Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 30,792 shares of DIHP stock, worth $787,659. This represents 0.43% of its overall portfolio holdings.
Number of Shares
30,792
Previous 31,758
3.04%
Holding current value
$787,659
Previous $835,000
2.04%
% of portfolio
0.43%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$574 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$567 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$217 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$155 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$154 Million3.18% of portfolio