Financial Planning & Information Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Financial Planning & Information Services, Inc.
- $725 Million
- Q3 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 12,764 shares of DISV stock, worth $385,217. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,764Holding current value
$385,217% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
337Shares Held
67.1MCall 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
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
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Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio