Buckingham Strategic Partners Dimensional ETF Tr Dimensional Transaction History
Buckingham Strategic Partners
- $5.48 Billion
- Q4 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 2,231,410 shares of DISV stock, worth $63 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
2,231,410
Previous 1,646,285
35.54%
Holding current value
$63 Million
Previous $47.8 Million
23.93%
% of portfolio
1.08%
Previous 1.09%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.9 Million0.94% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio
-
Asset Dedication, LLC1.21MShares$34.2 Million2.58% of portfolio