Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History
Chicago Partners Investment Group LLC
- $2.84 Billion
- Q1 2025
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 172,136 shares of DISV stock, worth $5.66 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
172,136
Previous 193,200
10.9%
Holding current value
$5.66 Million
Previous $5.13 Million
2.36%
% of portfolio
0.18%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$292 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.7 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.2 Million1.46% of portfolio