Wetherby Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 2024
A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wetherby Asset Management Inc holds 17,910 shares of DIHP stock, worth $460,645. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,910
Previous 17,910
-0.0%
Holding current value
$460,645
Previous $471,000
5.31%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$577 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$570 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$218 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