Wetherby Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 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 $522,255. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,910
Previous 17,910
-0.0%
Holding current value
$522,255
Previous $496,000
8.87%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
282Shares Held
151MCall Options Held
0Put Options Held
100-
Envestnet Asset Management Inc25.3MShares$736 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO24.4MShares$710 Million1.53% of portfolio
-
Savant Capital, LLC23.9MShares$698 Million4.6% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$188 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6MShares$175 Million3.07% of portfolio