Aurelius Family Office LLC Dimensional ETF Tr Dimensional Transaction History
Aurelius Family Office LLC
- $198 Billion
- Q4 2024
A detailed history of Aurelius Family Office LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aurelius Family Office LLC holds 66,396 shares of DISV stock, worth $1.84 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
66,396Holding current value
$1.84 Million% of portfolio
0.89%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
292Shares Held
63.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.2 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.6 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio