Dowling & Yahnke LLC Dimensional ETF Tr Dimensional Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dowling & Yahnke LLC holds 334,366 shares of DISV stock, worth $9.68 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
334,366
Previous 33,766
890.24%
Holding current value
$9.68 Million
Previous $711,000
772.86%
% of portfolio
2.89%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$257 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$185 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.1 Million1.12% of portfolio