Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Mattern Wealth Management LLC
- $426 Million
- Q3 2024
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mattern Wealth Management LLC holds 25,010 shares of DIHP stock, worth $653,261. This represents 0.16% of its overall portfolio holdings.
Number of Shares
25,010
Previous 30,057
16.79%
Holding current value
$653,261
Previous $791,000
12.52%
% of portfolio
0.16%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
197Shares Held
93.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$458 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$454 Million1.16% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$157 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$155 Million11.81% of portfolio
-
Carlson Capital Management3.81MShares$99.5 Million7.97% of portfolio