Nalls Sherbakoff Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 57,543 shares of DISV stock, worth $1.62 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
57,543
Previous 53,335
7.89%
Holding current value
$1.62 Million
Previous $1.27 Billion
16.99%
% of portfolio
1.32%
Previous 1.23%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
262Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$235 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.6 Million1.17% of portfolio