Kovitz Investment Group Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
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 622,270 shares of DISV stock, worth $16.5 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
622,270Holding current value
$16.5 Million% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
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Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio