Lazari Capital Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Lazari Capital Management, Inc.
- $234 Billion
- Q3 2024
A detailed history of Lazari Capital Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 20,079 shares of DISV stock, worth $528,479. This represents 0.25% of its overall portfolio holdings.
Number of Shares
20,079
Previous 21,114
4.9%
Holding current value
$528,479
Previous $568 Million
2.72%
% of portfolio
0.25%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.3 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio