Sensible Money, LLC Dimensional ETF Tr Dimensional Transaction History
Sensible Money, LLC
- $229 Billion
- Q3 2024
A detailed history of Sensible Money, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sensible Money, LLC holds 308,122 shares of DISV stock, worth $8.45 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
308,122
Previous 301,817
2.09%
Holding current value
$8.45 Million
Previous $8.12 Billion
10.27%
% of portfolio
3.91%
Previous 3.96%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$230 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.1 Million1.2% of portfolio