Lri Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Lri Investments, LLC
- $1.04 Trillion
- Q4 2024
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Lri Investments, LLC holds 483,365 shares of DISV stock, worth $14.3 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
483,365
Previous 478,275
1.06%
Holding current value
$14.3 Million
Previous $12.8 Billion
0.38%
% of portfolio
1.24%
Previous 1.24%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42 Million1.12% of portfolio