Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 223,903 shares of DIHP stock, worth $6.01 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
223,903
Previous 206,801
8.27%
Holding current value
$6.01 Million
Previous $5.44 Million
13.94%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
233Shares Held
123MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$603 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$595 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$416 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$170 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$161 Million3.18% of portfolio