Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ae Wealth Management LLC
- $14.9 Billion
- Q4 2025
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 270,707 shares of DIHP stock, worth $8.42 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
270,707
Previous 284,546
4.86%
Holding current value
$8.42 Million
Previous $8.65 Million
2.61%
% of portfolio
0.06%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding DIHP
# of Institutions
330Shares Held
143MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.27MShares$195 Million2.93% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio