Better Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Better Wealth, LLC
- $357 Million
- Q4 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Better Wealth, LLC holds 184,069 shares of DISV stock, worth $5.37 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
184,069
Previous 183,973
0.05%
Holding current value
$5.37 Million
Previous $5.35 Million
8.53%
% of portfolio
1.37%
Previous 1.62%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$186 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.1 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.5 Million1.12% of portfolio