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 $1.53 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
55,815
Previous 81,012
31.1%
Holding current value
$1.53 Million
Previous $1.71 Million
39.24%
% of portfolio
0.1%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$179 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.6 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.1 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.6 Million1.22% of portfolio