Dbk Financial Counsel, LLC Dimensional ETF Tr Dimensional Transaction History
Dbk Financial Counsel, LLC
- $97.3 Million
- Q4 2024
A detailed history of Dbk Financial Counsel, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 14,836 shares of DISV stock, worth $447,305. This represents 0.41% of its overall portfolio holdings.
Number of Shares
14,836
Previous 14,836
-0.0%
Holding current value
$447,305
Previous $431,000
8.58%
% of portfolio
0.41%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$267 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$193 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.9 Million1.12% of portfolio