Clarity Wealth Development LLC Dimensional ETF Tr Dimensional Transaction History
Clarity Wealth Development LLC
- $89.6 Billion
- Q1 2025
A detailed history of Clarity Wealth Development LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clarity Wealth Development LLC holds 122,232 shares of DISV stock, worth $3.9 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
122,232
Previous 112,885
8.28%
Holding current value
$3.9 Million
Previous $3.1 Billion
19.09%
% of portfolio
4.12%
Previous 3.36%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$283 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$196 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$100 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$74.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$52.5 Million1.46% of portfolio