Market Street Wealth Management Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Market Street Wealth Management Advisors LLC
- $552 Million
- Q3 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 504,367 shares of DIHP stock, worth $12.7 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
504,367
Previous 492,163
2.48%
Holding current value
$12.7 Million
Previous $13 Million
7.85%
% of portfolio
2.53%
Previous 2.48%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
207Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$565 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$558 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$214 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio