Bwm Planning, LLC Dimensional ETF Tr Dimensional Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bwm Planning, LLC holds 152,248 shares of DISV stock, worth $4.01 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

152,248

Holding current value

$4.01 Million

% of portfolio

1.96%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$26.06 - $29.18 $3.97 Million - $4.44 Million	152,248 New	152,248 $4.42 Billion

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.59M
Shares

$226 Million
10.57% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$163 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$82.9 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$43.3 Million
1.09% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$35.6 Million
1.2% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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