Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $634 Million
- Q3 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 753,752 shares of DISV stock, worth $20.2 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
753,752
Previous 762,761
1.18%
Holding current value
$20.2 Million
Previous $20.5 Million
6.72%
% of portfolio
3.45%
Previous 3.55%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.1 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.3 Million1.2% of portfolio