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 $806,371. This represents 0.37% of its overall portfolio holdings.
Number of Shares
29,505
Previous 29,165
1.17%
Holding current value
$806,371
Previous $807,000
7.81%
% of portfolio
0.37%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$654 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$609 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$423 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$173 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$170 Million3.11% of portfolio