Pacific Sage Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Pacific Sage Partners, LLC
- $420 Billion
- Q3 2024
A detailed history of Pacific Sage Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pacific Sage Partners, LLC holds 252,289 shares of DISV stock, worth $6.7 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
252,289
Previous 238,039
5.99%
Holding current value
$6.7 Million
Previous $6.4 Billion
14.48%
% of portfolio
1.75%
Previous 1.59%
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$83.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.7 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio