Better Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Better Wealth, LLC
- $306 Million
- Q2 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 182,357 shares of DISV stock, worth $5.12 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
182,357
Previous 189,563
3.8%
Holding current value
$5.12 Million
Previous $5.15 Million
4.79%
% of portfolio
1.6%
Previous 1.72%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
262Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$235 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.6 Million1.17% of portfolio