Wetherby Asset Management Inc Dimensional ETF Tr Dimensional Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 2024
A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wetherby Asset Management Inc holds 17,910 shares of DIHP stock, worth $488,047. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,910
Previous 17,910
-0.0%
Holding current value
$488,047
Previous $496,000
8.87%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
243Shares Held
126MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$652 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$603 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$422 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$173 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.12MShares$167 Million3.11% of portfolio