Efficient Frontier Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Efficient Frontier Advisors LLC
- $155 Million
- Q3 2024
A detailed history of Efficient Frontier Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Efficient Frontier Advisors LLC holds 64,108 shares of DISV stock, worth $1.71 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
64,108
Previous 39,345
62.94%
Holding current value
$1.71 Million
Previous $1.06 Million
75.92%
% of portfolio
1.21%
Previous 0.75%
Shares
3 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$84.3 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.2 Million1.2% of portfolio