Capital Group Private Client Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Capital Group Private Client Services, Inc.
- $10.2 Billion
- Q4 2024
A detailed history of Capital Group Private Client Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 18,333 shares of DISV stock, worth $527,990. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18,333Holding current value
$527,990% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
328Shares Held
66.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$255 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$184 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.7 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.3 Million1.08% of portfolio
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Ritholtz Wealth Management1.65MShares$47.4 Million1.46% of portfolio