Bedel Financial Consulting, Inc. Dimensional ETF Tr Dimensional Transaction History
Bedel Financial Consulting, Inc.
- $716 Million
- Q3 2024
A detailed history of Bedel Financial Consulting, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 16,679 shares of DISV stock, worth $442,160. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,679
Previous 17,179
2.91%
Holding current value
$442,160
Previous $462,000
4.76%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio