Squire Investment Management Company, LLC Dimensional ETF Tr Dimensional Transaction History
Squire Investment Management Company, LLC
- $210 Billion
- Q3 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 121,936 shares of DISV stock, worth $3.21 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
121,936
Previous 98,992
23.18%
Holding current value
$3.21 Million
Previous $2.66 Billion
33.04%
% of portfolio
1.69%
Previous 1.51%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.3 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio