United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $297 Billion
- Q4 2024
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 288,457 shares of DIHP stock, worth $7.95 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
288,457Holding current value
$7.95 Million% of portfolio
2.45%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$660 Million0.2% of portfolio
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Mercer Global Advisors Inc Denver, CO22.3MShares$615 Million1.39% of portfolio
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Savant Capital, LLC15.5MShares$427 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.22MShares$172 Million3.11% of portfolio