C M Bidwell & Associates LTD Dimensional ETF Tr Dimensional Transaction History
C M Bidwell & Associates LTD
- $163 Million
- Q1 2025
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 21,713 shares of DISV stock, worth $716,529. This represents 0.39% of its overall portfolio holdings.
Number of Shares
21,713
Previous 22,002
1.31%
Holding current value
$716,529
Previous $584,000
8.22%
% of portfolio
0.39%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
355Shares Held
76.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$293 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$195 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$193 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.9 Million1.1% of portfolio