Providence Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Providence Capital Advisors, LLC
- $470 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
249Shares Held
131MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$651 Million0.2% of portfolio
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Mercer Global Advisors Inc Denver, CO22.3MShares$607 Million1.39% of portfolio
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Savant Capital, LLC15.5MShares$422 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.46MShares$176 Million11.85% of portfolio
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Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio