Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Dimensional Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 8,068 shares of DISV stock, worth $238,006. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,068Holding current value
$238,006% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$188 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92.9 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.8 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$41.9 Million1.12% of portfolio