Bartlett & Co. LLC Dimensional ETF Tr Dimensional Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bartlett & Co. LLC holds 3,007 shares of DISV stock, worth $82,091. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,007

Holding current value

$82,091

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 08, 2024	BUY	$22.43 - $25.87 $67,447 - $77,791	3,007 New	3,007 $78,000

Others Institutions Holding DISV

# of Institutions

266

Shares Held

57.6M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.39M
Shares

$229 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$170 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$86 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.56M
Shares

$42.5 Million
1.19% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$36.9 Million
1.2% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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