Cardiff Park Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Cardiff Park Advisors, LLC
- $1.04 Billion
- Q1 2024
A detailed history of Cardiff Park Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 223,883 shares of DISV stock, worth $6.17 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
223,883
Previous 206,071
8.64%
Holding current value
$6.17 Million
Previous $5.31 Million
14.55%
% of portfolio
0.58%
Previous 0.6%
Shares
8 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
-
Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio