Index Fund Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Index Fund Advisors, Inc.
- $1.8 Billion
- Q4 2024
A detailed history of Index Fund Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Index Fund Advisors, Inc. holds 468,799 shares of DISV stock, worth $13.9 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
468,799
Previous 424,833
10.35%
Holding current value
$13.9 Million
Previous $12.3 Million
0.89%
% of portfolio
0.69%
Previous 0.67%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$264 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$190 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.3 Million1.12% of portfolio