Golden Bell Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History
Golden Bell Financial Planning LLC
- $99.5 Billion
- Q4 2024
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 74,562 shares of DISV stock, worth $2.05 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
74,562Holding current value
$2.05 Million% of portfolio
1.99%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
286Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio