Better Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Better Wealth, LLC
- $330 Million
- Q3 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Better Wealth, LLC holds 183,973 shares of DISV stock, worth $4.88 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
183,973
Previous 182,357
0.89%
Holding current value
$4.88 Million
Previous $4.91 Million
8.95%
% of portfolio
1.62%
Previous 1.6%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio