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 $342,202. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,764Holding current value
$342,202% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.1 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.3 Million1.2% of portfolio