Loring Wolcott & Coolidge Fiduciary Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.1 Billion
- Q2 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 $218,887. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,060
Previous 6,060
-0.0%
Holding current value
$218,887
Previous $176,000
13.07%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$320 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$213 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$211 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$114 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$91 Million1.18% of portfolio