Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $443 Million
- Q3 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 1,662,036 shares of DIHP stock, worth $42.1 Million. This represents 10.38% of its overall portfolio holdings.
Number of Shares
1,662,036
Previous 1,625,912
2.22%
Holding current value
$42.1 Million
Previous $42.8 Million
7.58%
% of portfolio
10.38%
Previous 10.29%
Shares
10 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