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 $458,355. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,764Holding current value
$458,355% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
368Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$212 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$210 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.5 Million1.18% of portfolio