Pacific Sage Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Pacific Sage Partners, LLC
- $403 Billion
- Q2 2024
A detailed history of Pacific Sage Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pacific Sage Partners, LLC holds 238,039 shares of DISV stock, worth $6.85 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
238,039
Previous 238,207
0.07%
Holding current value
$6.85 Million
Previous $6.48 Billion
1.12%
% of portfolio
1.59%
Previous 1.68%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.8 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio