Cardiff Park Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Cardiff Park Advisors, LLC
- $1.33 Billion
- Q2 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 226,048 shares of DISV stock, worth $6.17 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
226,048
Previous 223,883
0.97%
Holding current value
$6.17 Million
Previous $6.09 Million
0.08%
% of portfolio
0.46%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
266Shares Held
57.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$229 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.5 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.9 Million1.2% of portfolio