Squire Investment Management Company, LLC Dimensional ETF Tr Dimensional Transaction History
Squire Investment Management Company, LLC
- $176 Billion
- Q2 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 98,992 shares of DISV stock, worth $2.79 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
98,992
Previous 75,842
30.52%
Holding current value
$2.79 Million
Previous $2.06 Billion
29.16%
% of portfolio
1.51%
Previous 1.3%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$237 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$170 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.9 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.8 Million1.17% of portfolio