Kovitz Investment Group Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 683,943 shares of DISV stock, worth $20.2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
683,943
Previous 683,943
-0.0%
Holding current value
$20.2 Million
Previous $18.2 Million
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
67MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.8 Million1.46% of portfolio