Capital Group Private Client Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Capital Group Private Client Services, Inc.
- $9.55 Billion
- Q1 2025
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 31,959 shares of DISV stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,959
Previous 18,333
74.32%
Holding current value
$1.03 Million
Previous $487,000
90.97%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$286 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$199 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$102 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$75.3 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$53.2 Million1.46% of portfolio