Meredith Wealth Planning Dimensional ETF Tr Dimensional Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meredith Wealth Planning holds 362,237 shares of DIHP stock, worth $9.46 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
362,237
Previous 338,373
7.05%
Holding current value
$9.46 Million
Previous $8.91 Billion
12.67%
% of portfolio
4.79%
Previous 4.67%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
197Shares Held
93.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$458 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$454 Million1.16% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$157 Million3.18% of portfolio
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Vista Wealth Management Group, LLC5.92MShares$155 Million11.81% of portfolio
-
Carlson Capital Management3.81MShares$99.5 Million7.97% of portfolio