Lazari Capital Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Lazari Capital Management, Inc.
- $251 Billion
- Q4 2024
A detailed history of Lazari Capital Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 13,339 shares of DISV stock, worth $369,490. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,339
Previous 20,079
33.57%
Holding current value
$369,490
Previous $583 Million
39.26%
% of portfolio
0.14%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
292Shares Held
63.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio