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 $9.8 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
340,592
Previous 337,697
0.86%
Holding current value
$9.8 Million
Previous $8.03 Million
9.38%
% of portfolio
0.87%
Previous 0.89%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.8 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio