Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $437 Million
- Q4 2024
A detailed history of Satovsky Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Satovsky Asset Management LLC holds 1,665,927 shares of DIHP stock, worth $45.2 Million. This represents 9.63% of its overall portfolio holdings.
Number of Shares
1,665,927
Previous 1,662,036
0.23%
Holding current value
$45.2 Million
Previous $46 Million
8.67%
% of portfolio
9.63%
Previous 10.38%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$649 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$604 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$420 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$172 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$169 Million3.11% of portfolio