Lantz Financial LLC Dimensional ETF Tr Dimensional Transaction History
Lantz Financial LLC
- $351 Million
- Q3 2024
A detailed history of Lantz Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lantz Financial LLC holds 112,177 shares of DISV stock, worth $3.01 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
112,177Holding current value
$3.01 Million% of portfolio
0.93%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.1 Million1.09% of portfolio
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Ritholtz Wealth Management1.35MShares$36.3 Million1.2% of portfolio