Buckingham Strategic Partners Dimensional ETF Tr Dimensional Transaction History
Buckingham Strategic Partners
- $4.37 Billion
- Q3 2024
A detailed history of Buckingham Strategic Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Buckingham Strategic Partners holds 1,646,285 shares of DISV stock, worth $43.3 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
1,646,285
Previous 1,556,199
5.79%
Holding current value
$43.3 Million
Previous $41.9 Million
14.24%
% of portfolio
1.09%
Previous 1.19%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.19MShares$31.3 Million0.05% of portfolio