Dbk Financial Counsel, LLC Dimensional ETF Tr Dimensional Transaction History
Dbk Financial Counsel, LLC
- $97 Million
- Q3 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 $397,456. This represents 0.44% of its overall portfolio holdings.
Number of Shares
14,836
Previous 13,710
8.21%
Holding current value
$397,456
Previous $368,000
17.12%
% of portfolio
0.44%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$166 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.1 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.2 Million1.2% of portfolio