Stifel Financial Corp Dimensional ETF Tr Dimensional Transaction History
Stifel Financial Corp
- $93.7 Billion
- Q4 2024
A detailed history of Stifel Financial Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Stifel Financial Corp holds 123,802 shares of DISV stock, worth $3.68 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
123,802
Previous 121,502
1.89%
Holding current value
$3.68 Million
Previous $3.53 Million
6.83%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$264 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$190 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.3 Million1.12% of portfolio