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 $4.34 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
161,187Holding current value
$4.34 Million% of portfolio
4.19%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
129MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$644 Million0.2% of portfolio
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Mercer Global Advisors Inc Denver, CO22.3MShares$601 Million1.39% of portfolio
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Savant Capital, LLC15.5MShares$417 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.46MShares$174 Million11.85% of portfolio
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Forum Financial Management, LP Lombard, IL6.22MShares$168 Million3.11% of portfolio