Bellevue Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Bellevue Asset Management, LLC
- $194 Million
- Q3 2024
A detailed history of Bellevue Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 2,000 shares of DISV stock, worth $53,900. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$53,900
Previous $53,000
9.43%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$232 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.4 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.5 Million1.2% of portfolio