Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Dimensional Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 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 767,020 shares of DISV stock, worth $21 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
767,020
Previous 753,752
1.76%
Holding current value
$21 Million
Previous $21.9 Million
6.96%
% of portfolio
3.3%
Previous 3.45%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
284Shares Held
62.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio