Bridgeworth, LLC Dimensional ETF Tr Dimensional Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bridgeworth, LLC holds 340,592 shares of DISV stock, worth $10.1 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
340,592
Previous 337,697
0.86%
Holding current value
$10.1 Million
Previous $8.03 Million
9.38%
% of portfolio
0.87%
Previous 0.89%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42 Million1.12% of portfolio