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 $205,676. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,060Holding current value
$205,676% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
354Shares Held
75.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$301 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.15MShares$209 Million3.39% of portfolio
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Mather Group, Llc. Chicago, IL5.84MShares$198 Million2.07% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$107 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.33MShares$79.1 Million1.1% of portfolio