Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Dimensional Transaction History
Strategic Investment Solutions, Inc. /Il
- $299 Billion
- Q4 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 54,801 shares of DISV stock, worth $1.56 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
54,801
Previous 49,164
11.47%
Holding current value
$1.56 Million
Previous $1.43 Billion
1.13%
% of portfolio
0.48%
Previous 0.43%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
321Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$252 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.8 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.4 Million1.12% of portfolio