Cwm, LLC Dimensional ETF Tr Dimensional Transaction History

Cwm, LLC

$21.2 Billion
Q2 2024

A detailed history of Cwm, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cwm, LLC holds 29,542 shares of DISV stock, worth $825,108. This represents 0.0% of its overall portfolio holdings.

Number of Shares

29,542

Holding current value

$825,108

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$26.23 - $28.56 $774,886 - $843,719	29,542 New	29,542 $795,000
Q3 2023 Oct 11, 2023	BUY	$23.27 - $25.13 $32,182 - $34,754	1,383 New	1,383 $33,000

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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