First Republic Investment Management, Inc. Dimensional ETF Tr Dimensional Transaction History
First Republic Investment Management, Inc.
- $34.7 Billion
- Q3 2023
A detailed history of First Republic Investment Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 11,070 shares of DISV stock, worth $310,845. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,070
Previous 11,070
-0.0%
Holding current value
$310,845
Previous $261,000
0.77%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
262Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$235 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.6 Million1.17% of portfolio