Hemington Wealth Management Dimensional ETF Tr Dimensional Transaction History
Hemington Wealth Management
- $398 Million
- Q4 2024
A detailed history of Hemington Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hemington Wealth Management holds 103,464 shares of DISV stock, worth $3.13 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
103,464
Previous 69,958
47.89%
Holding current value
$3.13 Million
Previous $1.92 Million
43.33%
% of portfolio
0.69%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$193 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.4 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.9 Million1.12% of portfolio