Cpwm, LLC Dimensional ETF Tr Dimensional Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cpwm, LLC holds 55,815 shares of DISV stock, worth $1.57 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
55,815
Previous 81,012
31.1%
Holding current value
$1.57 Million
Previous $1.71 Million
39.24%
% of portfolio
0.1%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio