Meredith Wealth Planning Dimensional ETF Tr Dimensional Transaction History
Meredith Wealth Planning
- $224 Billion
- Q4 2024
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Meredith Wealth Planning holds 407,495 shares of DIHP stock, worth $11.2 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
407,495
Previous 362,237
12.49%
Holding current value
$11.2 Million
Previous $10 Billion
2.46%
% of portfolio
4.58%
Previous 4.79%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$660 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$615 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$427 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$175 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$172 Million3.11% of portfolio