C M Bidwell & Associates LTD Dimensional ETF Tr Dimensional Transaction History
C M Bidwell & Associates LTD
- $148 Million
- Q2 2024
A detailed history of C M Bidwell & Associates LTD transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, C M Bidwell & Associates LTD holds 20,255 shares of DISV stock, worth $582,736. This represents 0.37% of its overall portfolio holdings.
Number of Shares
20,255
Previous 21,336
5.07%
Holding current value
$582,736
Previous $580,000
6.03%
% of portfolio
0.37%
Previous 0.4%
Shares
7 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