Kovitz Investment Group Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Kovitz Investment Group Partners, LLC
- $18.2 Billion
- Q1 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 702,368 shares of DISV stock, worth $23.1 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
702,368
Previous 702,368
-0.0%
Holding current value
$23.1 Million
Previous $20.5 Million
-0.0%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$292 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.7 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.2 Million1.46% of portfolio