Buckingham Strategic Partners Dimensional ETF Tr Dimensional Transaction History
Buckingham Strategic Partners
- $6.15 Billion
- Q1 2025
A detailed history of Buckingham Strategic Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Buckingham Strategic Partners holds 2,331,774 shares of DISV stock, worth $76.5 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
2,331,774
Previous 2,231,410
4.5%
Holding current value
$76.5 Million
Previous $59.3 Million
14.53%
% of portfolio
1.1%
Previous 1.08%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$291 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$103 Million0.94% of portfolio
-
Ritholtz Wealth Management1.65MShares$54 Million1.46% of portfolio
-
Asset Dedication, LLC1.29MShares$42.5 Million3.12% of portfolio