Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 25,058 shares of DISV stock, worth $664,287. This represents 0.22% of its overall portfolio holdings.
Number of Shares
25,058
Previous 11,167
124.39%
Holding current value
$664,287
Previous $300,000
142.67%
% of portfolio
0.22%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio