Commonwealth Equity Services, LLC Dimensional ETF Tr Dimensional Transaction History
Commonwealth Equity Services, LLC
- $66 Billion
- Q3 2024
A detailed history of Commonwealth Equity Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 124,252 shares of DISV stock, worth $3.33 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
124,252
Previous 123,931
0.26%
Holding current value
$3.33 Million
Previous $3.33 Million
8.31%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$166 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.1 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.3 Million1.2% of portfolio