Liberty Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Liberty Wealth Management LLC
- $677 Million
- Q3 2025
A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Liberty Wealth Management LLC holds 259,618 shares of DIHP stock, worth $8.08 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
259,618
Previous 258,409
0.47%
Holding current value
$8.08 Million
Previous $7.62 Million
3.53%
% of portfolio
1.17%
Previous 1.25%
Shares
15 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio