Loring Wolcott & Coolidge Fiduciary Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.3 Billion
- Q1 2025
A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 6,060 shares of DISV stock, worth $182,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,060Holding current value
$182,042% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$266 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$192 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$94.6 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$67 Million1.08% of portfolio
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Ritholtz Wealth Management1.65MShares$49.5 Million1.46% of portfolio