Matisse Capital Dimensional ETF Tr Dimensional Transaction History
Matisse Capital
- $184 Million
- Q1 2025
A detailed history of Matisse Capital transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Matisse Capital holds 44,100 shares of DISV stock, worth $1.45 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
44,100
Previous 44,100
-0.0%
Holding current value
$1.45 Million
Previous $1.17 Million
9.65%
% of portfolio
0.7%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$292 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.7 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.2 Million1.46% of portfolio