Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $310 Million
- Q4 2024
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 26,539 shares of DISV stock, worth $749,726. This represents 0.23% of its overall portfolio holdings.
Number of Shares
26,539
Previous 25,058
5.91%
Holding current value
$749,726
Previous $728,000
3.16%
% of portfolio
0.23%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$181 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$63 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.2 Million1.12% of portfolio