True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 448,238 shares of DIHP stock, worth $11.8 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
448,238
Previous 555,100
19.25%
Holding current value
$11.8 Million
Previous $14.6 Billion
15.02%
% of portfolio
4.85%
Previous 3.61%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
216Shares Held
114MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$591 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$583 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$223 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$159 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$158 Million3.18% of portfolio