Ml & R Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 107,820 shares of DISV stock, worth $3.04 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
107,820
Previous 160,282
32.73%
Holding current value
$3.04 Million
Previous $4.13 Million
29.08%
% of portfolio
0.67%
Previous 0.94%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio