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 $524,225. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,910
Previous 17,910
-0.0%
Holding current value
$524,225
Previous $496,000
8.87%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
264Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$713 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$662 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$614 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$189 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$176 Million3.07% of portfolio