Harbor Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Harbor Investment Advisory, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Harbor Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 17,284 shares of DISV stock, worth $474,272. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,284
Previous 17,075
1.22%
Holding current value
$474,272
Previous $496,000
7.46%
% of portfolio
0.04%
Previous 0.04%
Shares
9 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
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio