Wealth Shield Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,166 shares of DIHP stock, worth $29,359. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,166
Previous 1,162
0.34%
Holding current value
$29,359
Previous $30,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
207Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$565 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$558 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$214 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$152 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$151 Million3.18% of portfolio