Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 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 249,990 shares of DIHP stock, worth $6.89 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
249,990
Previous 223,903
11.65%
Holding current value
$6.89 Million
Previous $6.2 Million
1.73%
% of portfolio
0.06%
Previous 0.06%
Shares
11 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
-
Mercer Global Advisors Inc Denver, CO22.3MShares$615 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$427 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$172 Million3.11% of portfolio