Hassell Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hassell Wealth Management, LLC
- $223 Billion
- Q2 2024
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 248,250 shares of DISV stock, worth $6.84 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
248,250
Previous 230,927
7.5%
Holding current value
$6.84 Million
Previous $6.22 Billion
11.37%
% of portfolio
3.1%
Previous 3.94%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$231 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$171 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.9 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.3 Million1.2% of portfolio