Equius Partners, Inc. Dimensional ETF Tr Dimensional Transaction History
Equius Partners, Inc.
- $322 Million
- Q4 2022
A detailed history of Equius Partners, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Equius Partners, Inc. holds 493,367 shares of DISV stock, worth $14.9 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
493,367
Previous 120,406
309.75%
Holding current value
$14.9 Million
Previous $2.24 Million
390.25%
% of portfolio
3.4%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
333Shares Held
67MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$186 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio