Financial Architects, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Architects, LLC
- $155 Billion
- Q3 2024
A detailed history of Financial Architects, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Architects, LLC holds 240,995 shares of DISV stock, worth $6.4 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
240,995
Previous 240,915
0.03%
Holding current value
$6.4 Million
Previous $6.48 Billion
8.05%
% of portfolio
4.51%
Previous 4.41%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.7 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio