Parkworth Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkworth Wealth Management, Inc.
- $120 Billion
- Q4 2024
A detailed history of Parkworth Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 51,387 shares of DISV stock, worth $1.5 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
51,387Holding current value
$1.5 Million% of portfolio
1.14%Shares
1 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
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Forum Financial Management, LP Lombard, IL6.39MShares$186 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.1 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$41.5 Million1.12% of portfolio