Index Fund Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Index Fund Advisors, Inc.
- $1.72 Billion
- Q2 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 361,100 shares of DISV stock, worth $10.4 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
361,100
Previous 296,532
21.77%
Holding current value
$10.4 Million
Previous $8.06 Million
20.53%
% of portfolio
0.56%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio