Awm Capital, LLC Dimensional ETF Tr Dimensional Transaction History

Awm Capital, LLC

$615 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$24.73 - $27.24 $185,895 - $204,763	7,517 New	7,517 $204,000

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.59M
Shares

$228 Million
10.57% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$165 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$83.5 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$43.6 Million
1.09% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$35.9 Million
1.2% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Awm Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Awm Capital, LLC with notifications on news.