Kaufman Rossin Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Kaufman Rossin Wealth, LLC
- $97.2 Billion
- Q4 2024
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 130,819 shares of DISV stock, worth $3.54 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
130,819Holding current value
$3.54 Million% of portfolio
3.58%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
279Shares Held
62.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$233 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$168 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$85.3 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.6 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$38.5 Million1.12% of portfolio