Financial Architects, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Architects, LLC
- $144 Billion
- Q1 2024
A detailed history of Financial Architects, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Architects, LLC holds 236,045 shares of DISV stock, worth $6.47 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
236,045
Previous 207,020
14.02%
Holding current value
$6.47 Million
Previous $5.34 Billion
20.23%
% of portfolio
4.44%
Previous 4.21%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$223 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$179 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.5 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.5 Million1.22% of portfolio