Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $577 Million
- Q1 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 767,934 shares of DISV stock, worth $20.7 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
767,934
Previous 766,625
0.17%
Holding current value
$20.7 Million
Previous $19.8 Billion
99.89%
% of portfolio
3.62%
Previous 2.81%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
245Shares Held
53.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$219 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$175 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$75 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$37.3 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$34.8 Million1.22% of portfolio