Jones Financial Companies Lllp Dimensional ETF Tr Dimensional Transaction History
Jones Financial Companies Lllp
- $111 Billion
- Q1 2025
A detailed history of Jones Financial Companies Lllp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jones Financial Companies Lllp holds 16,367 shares of DISV stock, worth $549,276. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,367
Previous 453,819
96.39%
Holding current value
$549,276
Previous $13.2 Million
96.4%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
351Shares Held
75.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$298 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$206 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$196 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$106 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$78.3 Million1.1% of portfolio