Summit Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 46,534 shares of DIHP stock, worth $1.22 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
46,534
Previous 40,147
15.91%
Holding current value
$1.22 Million
Previous $1.11 Billion
5.57%
% of portfolio
0.24%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
221Shares Held
122MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$590 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$583 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$407 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$167 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio