Close Asset Management LTD Dimensional ETF Tr Dimensional Transaction History
Close Asset Management LTD
- $3.55 Billion
- Q4 2024
A detailed history of Close Asset Management LTD transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Close Asset Management LTD holds 410 shares of DISV stock, worth $11,865. This represents 0.0% of its overall portfolio holdings.
Number of Shares
410
Previous 410
-0.0%
Holding current value
$11,865
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$257 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$185 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.1 Million1.12% of portfolio