Shotwell Rutter Baer Inc Dimensional ETF Tr Dimensional Transaction History
Shotwell Rutter Baer Inc
- $113 Billion
- Q1 2025
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 235,368 shares of DISV stock, worth $6.94 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
235,368
Previous 234,507
0.37%
Holding current value
$6.94 Million
Previous $6.12 Billion
1.52%
% of portfolio
5.48%
Previous 5.16%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$188 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.9 Million1.12% of portfolio