Financial Architects, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Architects, LLC
- $156 Billion
- Q4 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 251,380 shares of DISV stock, worth $7.28 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
251,380
Previous 240,995
4.31%
Holding current value
$7.28 Million
Previous $7 Billion
4.63%
% of portfolio
4.28%
Previous 4.51%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$257 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$185 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.2 Million1.12% of portfolio