Lam Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Lam Group, Inc.
- $123 Million
- Q4 2024
A detailed history of Lam Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lam Group, Inc. holds 200,600 shares of DISV stock, worth $5.85 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
200,600
Previous 175,345
14.4%
Holding current value
$5.85 Million
Previous $5.1 Million
4.59%
% of portfolio
4.33%
Previous 4.04%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$186 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.1 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.5 Million1.12% of portfolio