Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 22,060 shares of DISV stock, worth $605,105. This represents 0.45% of its overall portfolio holdings.
Number of Shares
22,060Holding current value
$605,105% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
290Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio