Mission Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mission Wealth Management, LP holds 21,382 shares of DISV stock, worth $599,978. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,382Holding current value
$599,978% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
311Shares Held
64.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$241 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.29MShares$176 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.2 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39.9 Million1.12% of portfolio