Sensible Money, LLC Dimensional ETF Tr Dimensional Transaction History
Sensible Money, LLC
- $228 Billion
- Q4 2024
A detailed history of Sensible Money, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sensible Money, LLC holds 333,454 shares of DISV stock, worth $9.39 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
333,454
Previous 308,122
8.22%
Holding current value
$9.39 Million
Previous $8.95 Billion
1.05%
% of portfolio
3.88%
Previous 3.91%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40 Million1.12% of portfolio