Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History
Ritholtz Wealth Management
- $3.28 Billion
- Q3 2024
A detailed history of Ritholtz Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ritholtz Wealth Management holds 1,352,710 shares of DISV stock, worth $37.3 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
1,352,710
Previous 1,305,051
3.65%
Holding current value
$37.3 Million
Previous $35.1 Million
11.93%
% of portfolio
1.2%
Previous 1.17%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
269Shares Held
57.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$231 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$171 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.9 Million1.19% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.18MShares$32.5 Million0.05% of portfolio