Gradient Capital Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Gradient Capital Advisors, LLC
- $296 Million
- Q3 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 83,408 shares of DISV stock, worth $2.22 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
83,408
Previous 74,721
11.63%
Holding current value
$2.22 Million
Previous $2.01 Million
20.55%
% of portfolio
0.82%
Previous 0.72%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.7 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio