Poinciana Advisors Group, LLC Dimensional ETF Tr Dimensional Transaction History
Poinciana Advisors Group, LLC
- $118 Billion
- Q3 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 17,719 shares of DIHP stock, worth $551,238. This represents 0.45% of its overall portfolio holdings.
Number of Shares
17,719
Previous 12,745
39.03%
Holding current value
$551,238
Previous $376 Million
43.29%
% of portfolio
0.45%
Previous 0.34%
Shares
2 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