Cwm, LLC Dimensional ETF Tr Dimensional Transaction History
Cwm, LLC
- $23.3 Billion
- Q3 2024
A detailed history of Cwm, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cwm, LLC holds 11,012 shares of DISV stock, worth $296,773. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,012
Previous 29,542
62.72%
Holding current value
$296,773
Previous $795,000
59.75%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$232 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.4 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.5 Million1.2% of portfolio