Wealth Advisors Northwest LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Advisors Northwest LLC
- $147 Billion
- Q4 2024
A detailed history of Wealth Advisors Northwest LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 166,438 shares of DISV stock, worth $4.69 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
166,438Holding current value
$4.69 Million% of portfolio
3.01%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.7 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.8 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$40 Million1.12% of portfolio