Asset Dedication, LLC Dimensional ETF Tr Dimensional Transaction History
Asset Dedication, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Dedication, LLC holds 1,212,974 shares of DISV stock, worth $35.1 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
1,212,974
Previous 1,120,251
8.28%
Holding current value
$35.1 Million
Previous $32.6 Million
1.0%
% of portfolio
2.58%
Previous 2.23%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$257 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$185 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.1 Million1.12% of portfolio