Investmark Advisory Group LLC Dimensional ETF Tr Dimensional Transaction History
Investmark Advisory Group LLC
- $200 Million
- Q4 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Investmark Advisory Group LLC holds 29,505 shares of DIHP stock, worth $799,880. This represents 0.37% of its overall portfolio holdings.
Number of Shares
29,505
Previous 29,165
1.17%
Holding current value
$799,880
Previous $807,000
7.81%
% of portfolio
0.37%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$649 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$604 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$420 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$172 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio