Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 48,995 shares of DIHP stock, worth $1.29 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
48,995
Previous 48,108
1.84%
Holding current value
$1.29 Million
Previous $1.27 Million
7.19%
% of portfolio
0.02%
Previous 0.02%
Shares
7 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