Clear Creek Financial Management, LLC Dimensional ETF Tr Dimensional Transaction History
Clear Creek Financial Management, LLC
- $877 Million
- Q4 2024
A detailed history of Clear Creek Financial Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 45,373 shares of DISV stock, worth $1.25 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
45,373
Previous 50,291
9.78%
Holding current value
$1.25 Million
Previous $1.46 Million
17.52%
% of portfolio
0.14%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
286Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio