Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Mattern Wealth Management LLC
- $426 Million
- Q3 2024
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mattern Wealth Management LLC holds 73,926 shares of DISV stock, worth $2.03 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
73,926
Previous 46,497
58.99%
Holding current value
$2.03 Million
Previous $1.25 Million
71.7%
% of portfolio
0.5%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
266Shares Held
57.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$230 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.1 Million1.2% of portfolio