Private Ocean, LLC Dimensional ETF Tr Dimensional Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

A detailed history of Private Ocean, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Private Ocean, LLC holds 874 shares of DISV stock, worth $31,394. This represents 0.0% of its overall portfolio holdings.

Number of Shares

874

Holding current value

$31,394

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$26.23 - $28.56 $22,925 - $24,961	874 New	874 $23,000
Q4 2023 Jan 22, 2024	BUY	$22.43 - $25.87 $19,603 - $22,610	874 New	874 $22,000

Others Institutions Holding DISV

# of Institutions

391

Shares Held

81.8M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$318 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

5.91M
Shares

$212 Million
3.28% of portfolio
Mather Group, Llc. Chicago, IL

5.86M
Shares

$211 Million
2.13% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$113 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.27M
Shares

$81.5 Million
0.98% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
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