Hassell Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hassell Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 275,344 shares of DISV stock, worth $7.75 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
275,344
Previous 272,817
0.93%
Holding current value
$7.75 Million
Previous $7.48 Billion
0.63%
% of portfolio
3.03%
Previous 3.13%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40 Million1.12% of portfolio