Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $238 Million
- Q3 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 35,696 shares of DIHP stock, worth $1.11 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
35,696
Previous 35,685
0.03%
Holding current value
$1.11 Million
Previous $1.05 Million
3.04%
% of portfolio
0.46%
Previous 0.47%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio