Efficient Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Efficient Advisors, LLC
- $1.55 Billion
- Q4 2024
A detailed history of Efficient Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Efficient Advisors, LLC holds 101,472 shares of DISV stock, worth $2.86 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
101,472
Previous 79,768
27.21%
Holding current value
$2.86 Million
Previous $2.32 Million
16.31%
% of portfolio
0.17%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40 Million1.12% of portfolio