C M Bidwell & Associates LTD Dimensional ETF Tr Dimensional Transaction History
C M Bidwell & Associates LTD
- $162 Million
- Q3 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 22,002 shares of DISV stock, worth $579,092. This represents 0.39% of its overall portfolio holdings.
Number of Shares
22,002
Previous 20,255
8.63%
Holding current value
$579,092
Previous $545,000
17.25%
% of portfolio
0.39%
Previous 0.37%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.3 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio