Catalina Capital Group, LLC Dimensional ETF Tr Dimensional Transaction History
Catalina Capital Group, LLC
- $266 Billion
- Q2 2024
A detailed history of Catalina Capital Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Catalina Capital Group, LLC holds 13,247 shares of DISV stock, worth $384,427. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,247
Previous 13,247
-0.0%
Holding current value
$384,427
Previous $360 Million
1.05%
% of portfolio
0.13%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$243 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$175 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$45.2 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.9 Million1.17% of portfolio