Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Websterrogers Financial Advisors, LLC
- $281 Million
- Q4 2024
A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 544,770 shares of DIHP stock, worth $14.3 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
544,770
Previous 541,176
0.66%
Holding current value
$14.3 Million
Previous $15 Million
8.28%
% of portfolio
4.89%
Previous 5.37%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
216Shares Held
114MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$590 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$582 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$407 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$167 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio