Lri Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q3 2024
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lri Investments, LLC holds 478,275 shares of DISV stock, worth $12.7 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
478,275
Previous 465,633
2.72%
Holding current value
$12.7 Million
Previous $12.5 Billion
2.12%
% of portfolio
1.24%
Previous 1.43%
Shares
4 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$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio