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 $24,917. This represents 0.0% of its overall portfolio holdings.

Number of Shares

874

Holding current value

$24,917

% 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

320

Shares Held

65M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$253 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.29M
Shares

$179 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$89.8 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$63.6 Million
1.08% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$40.5 Million
1.12% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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