Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $259 Million
- Q1 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 9,691 shares of DISV stock, worth $267,277. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,691Holding current value
$267,277% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
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Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
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Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio