Kaufman Rossin Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 161,187 shares of DIHP stock, worth $4.38 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
161,187Holding current value
$4.38 Million% of portfolio
4.19%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$650 Million0.2% of portfolio
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Mercer Global Advisors Inc Denver, CO22.3MShares$605 Million1.39% of portfolio
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Savant Capital, LLC15.5MShares$420 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$172 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio