Clear Creek Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History
Clear Creek Financial Management, LLC
- $854 Million
- Q3 2024
A detailed history of Clear Creek Financial Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 50,291 shares of DISV stock, worth $1.31 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
50,291
Previous 40,969
22.75%
Holding current value
$1.31 Million
Previous $1.1 Million
32.58%
% of portfolio
0.17%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$224 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$162 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.3 Million1.2% of portfolio