Callan Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Callan Capital, LLC
- $1.36 Billion
- Q4 2024
A detailed history of Callan Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Callan Capital, LLC holds 405,985 shares of DISV stock, worth $12 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
405,985
Previous 412,478
1.57%
Holding current value
$12 Million
Previous $12 Million
10.0%
% of portfolio
0.79%
Previous 0.84%
Shares
15 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$188 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.9 Million1.12% of portfolio