Lri Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q1 2025
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lri Investments, LLC holds 445,081 shares of DISV stock, worth $14.2 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
445,081
Previous 483,365
7.92%
Holding current value
$14.2 Million
Previous $12.8 Billion
0.92%
% of portfolio
1.25%
Previous 1.24%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
342Shares Held
69.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$283 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$196 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$100 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$74.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$52.5 Million1.46% of portfolio