C M Bidwell & Associates LTD Dimensional ETF Tr Dimensional Transaction History
C M Bidwell & Associates LTD
- $162 Million
- Q4 2024
A detailed history of C M Bidwell & Associates LTD transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, C M Bidwell & Associates LTD holds 22,002 shares of DISV stock, worth $625,076. This represents 0.36% of its overall portfolio holdings.
Number of Shares
22,002
Previous 22,002
-0.0%
Holding current value
$625,076
Previous $639,000
8.61%
% of portfolio
0.36%
Previous 0.39%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
321Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$252 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.8 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.4 Million1.12% of portfolio