Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
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 193,200 shares of DISV stock, worth $5.28 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
193,200
Previous 209,694
7.87%
Holding current value
$5.28 Million
Previous $6.09 Million
15.76%
% of portfolio
0.18%
Previous 0.22%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
281Shares Held
62.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$235 Million10.57% 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, MO1.65MShares$45 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$38.8 Million1.12% of portfolio