Align Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Align Wealth Management, LLC holds 85,859 shares of DIHP stock, worth $2.28 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
85,859Holding current value
$2.28 Million% of portfolio
1.38%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
227Shares Held
122MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$595 Million0.21% of portfolio
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Mercer Global Advisors Inc Denver, CO22.1MShares$588 Million1.34% of portfolio
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Savant Capital, LLC15.5MShares$411 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$168 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio