Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspire Advisors, LLC
- $17.6 Billion
- Q2 2025
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 332,754 shares of DIHP stock, worth $9.8 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
332,754
Previous 375,386
11.36%
Holding current value
$9.8 Million
Previous $10.1 Million
2.97%
% of portfolio
0.06%
Previous 0.06%
Shares
4 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