United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $297 Billion
- Q4 2024
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 276,151 shares of DISV stock, worth $7.66 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
276,151Holding current value
$7.66 Million% of portfolio
2.47%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
303Shares Held
64.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.7 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio