Matisse Capital Dimensional ETF Tr Dimensional Transaction History
Matisse Capital
- $192 Million
- Q4 2024
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 $1.25 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
44,100
Previous 44,100
-0.0%
Holding current value
$1.25 Million
Previous $1.28 Million
8.59%
% of portfolio
0.61%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
321Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$252 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.8 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.4 Million1.12% of portfolio