Clarity Wealth Development LLC Dimensional ETF Tr Dimensional Transaction History
Clarity Wealth Development LLC
- $92.1 Billion
- Q4 2024
A detailed history of Clarity Wealth Development LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clarity Wealth Development LLC holds 112,885 shares of DISV stock, worth $3.29 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
112,885Holding current value
$3.29 Million% of portfolio
3.36%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$186 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.1 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$41.5 Million1.12% of portfolio