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 $633,253. This represents 0.16% of its overall portfolio holdings.
Number of Shares
25,010
Previous 30,057
16.79%
Holding current value
$633,253
Previous $791,000
12.52%
% of portfolio
0.16%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$568 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$561 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$215 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$153 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$152 Million3.18% of portfolio