Howe & Rusling Inc Dimensional ETF Tr Dimensional Transaction History

Howe & Rusling Inc

$1.03 Billion
Q1 2024

A detailed history of Howe & Rusling Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Howe & Rusling Inc holds 132 shares of DISV stock, worth $3,640. This represents 0.0% of its overall portfolio holdings.

Number of Shares

132

Holding current value

$3,640

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$24.73 - $27.24 $3,264 - $3,595	132 New	132 $3,000

Others Institutions Holding DISV

# of Institutions

247

Shares Held

53.5M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.13M
Shares

$224 Million
10.24% of portfolio
Forum Financial Management, LP Lombard, IL

6.52M
Shares

$180 Million
3.43% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.79M
Shares

$76.9 Million
0.86% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.39M
Shares

$38.2 Million
1.18% of portfolio
Ritholtz Wealth Management

1.29M
Shares

$35.7 Million
1.22% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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