Austin Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Private Wealth, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Austin Private Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Private Wealth, LLC holds 10,487 shares of DISV stock, worth $303,493. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,487Holding current value
$303,493% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$257 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$185 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.2 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.6 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$41.1 Million1.12% of portfolio