Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 73,666 shares of DIHP stock, worth $1.94 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
73,666
Previous 68,016
8.31%
Holding current value
$1.94 Million
Previous $1.79 Million
13.97%
% of portfolio
0.14%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
216Shares Held
114MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$591 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$583 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$223 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$159 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio