Golden Bell Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History
Golden Bell Financial Planning LLC
- $103 Billion
- Q1 2025
A detailed history of Golden Bell Financial Planning LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 79,408 shares of DISV stock, worth $2.52 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
79,408
Previous 74,562
6.5%
Holding current value
$2.52 Million
Previous $1.98 Billion
16.72%
% of portfolio
2.25%
Previous 1.99%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
342Shares Held
69.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$281 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$195 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$99.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$74 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$52.3 Million1.46% of portfolio