Colony Group LLC Dimensional ETF Tr Dimensional Transaction History

Colony Group LLC

$6.66 Billion
Q3 2023

A detailed history of Colony Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Colony Group LLC holds 11,491 shares of DISV stock, worth $320,943. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,491

Holding current value

$320,943

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$23.27 - $25.13 $267,395 - $288,768	11,491 New	11,491 $273,000
Q4 2022 Feb 14, 2023	BUY	$20.21 - $22.54 $416,326 - $464,324	20,600 New	20,600 $458,000

Others Institutions Holding DISV

# of Institutions

251

Shares Held

53.8M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.13M
Shares

$227 Million
10.24% of portfolio
Forum Financial Management, LP Lombard, IL

6.52M
Shares

$182 Million
3.43% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.79M
Shares

$77.8 Million
0.86% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.39M
Shares

$38.7 Million
1.18% of portfolio
Ritholtz Wealth Management

1.29M
Shares

$36.1 Million
1.22% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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