Wells Fargo & Company Dimensional ETF Tr Dimensional Transaction History
Wells Fargo & Company
- $433 Billion
- Q4 2024
A detailed history of Wells Fargo & Company transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wells Fargo & Company holds 5,205 shares of DISV stock, worth $151,777. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,205
Previous 6,946
25.06%
Holding current value
$151,777
Previous $201,000
31.34%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$186 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.1 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.5 Million1.12% of portfolio