Colony Group LLC Dimensional ETF Tr Dimensional Transaction History

Colony Group LLC

$6.66 Billion
Q3 2023

A detailed history of Colony Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Colony Group LLC holds 11,491 shares of DISV stock, worth $324,620. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,491

Holding current value

$324,620

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$23.27 - $25.13 $267,395 - $288,768	11,491 New	11,491 $273,000
Q4 2022 Feb 14, 2023	BUY	$18.45 - $22.54 $380,070 - $464,324	20,600 New	20,600 $458,000

Others Institutions Holding DISV

# of Institutions

323

Shares Held

66M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$250 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.39M
Shares

$181 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$89 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$63 Million
1.08% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$40.2 Million
1.12% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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