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 $323,586. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,491

Holding current value

$323,586

% 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	$18.45 - $22.54 $380,070 - $464,324	20,600 New	20,600 $458,000

Others Institutions Holding DISV

# of Institutions

323

Shares Held

66M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$250 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.39M
Shares

$180 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$88.7 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$62.8 Million
1.08% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$40 Million
1.12% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colony Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colony Group LLC with notifications on news.

Account