Efficient Frontier Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Efficient Frontier Advisors LLC
- $151 Million
- Q4 2024
A detailed history of Efficient Frontier Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Efficient Frontier Advisors LLC holds 64,108 shares of DISV stock, worth $1.86 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
64,108
Previous 64,108
-0.0%
Holding current value
$1.86 Million
Previous $1.86 Million
8.59%
% of portfolio
1.13%
Previous 1.21%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
323Shares 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$41.1 Million1.12% of portfolio