Krilogy Financial LLC Dimensional ETF Tr Dimensional Transaction History
Krilogy Financial LLC
- $1.39 Billion
- Q1 2025
A detailed history of Krilogy Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Krilogy Financial LLC holds 324,466 shares of DISV stock, worth $9.47 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
324,466
Previous 302,934
7.11%
Holding current value
$9.47 Million
Previous $8.05 Million
17.4%
% of portfolio
0.68%
Previous 0.59%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
327Shares Held
66.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$187 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.2 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.1 Million1.46% of portfolio