Forvis Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Forvis Wealth Advisors, LLC
- $4.21 Billion
- Q4 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 621,474 shares of DIHP stock, worth $17.1 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
621,474
Previous 688,267
9.7%
Holding current value
$17.1 Million
Previous $19.1 Million
17.72%
% of portfolio
0.37%
Previous 0.45%
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