Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 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 31,533 shares of DIHP stock, worth $842,246. This represents 0.39% of its overall portfolio holdings.
Number of Shares
31,533
Previous 30,792
2.41%
Holding current value
$842,246
Previous $852,000
6.69%
% of portfolio
0.39%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
223Shares Held
121MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$599 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$592 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$414 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$169 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio