Websterrogers Financial Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Websterrogers Financial Advisors, LLC
- $279 Million
- Q3 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 541,176 shares of DIHP stock, worth $14 Million. This represents 5.37% of its overall portfolio holdings.
Number of Shares
541,176
Previous 532,250
1.68%
Holding current value
$14 Million
Previous $14 Million
7.01%
% of portfolio
5.37%
Previous 5.12%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$580 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$572 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$219 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$156 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$155 Million3.18% of portfolio