Financial Harvest, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Harvest, LLC
- $118 Billion
- Q4 2024
A detailed history of Financial Harvest, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Harvest, LLC holds 412,018 shares of DISV stock, worth $11.3 Million. This represents 9.24% of its overall portfolio holdings.
Number of Shares
412,018Holding current value
$11.3 Million% of portfolio
9.24%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
286Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio