Catalina Capital Group, LLC Dimensional ETF Tr Dimensional Transaction History
Catalina Capital Group, LLC
- $304 Billion
- Q4 2024
A detailed history of Catalina Capital Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Catalina Capital Group, LLC holds 13,247 shares of DISV stock, worth $366,941. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,247
Previous 13,247
-0.0%
Holding current value
$366,941
Previous $385 Million
8.57%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
290Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio