Mattern Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Mattern Wealth Management LLC
- $402 Million
- Q2 2024
A detailed history of Mattern Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mattern Wealth Management LLC holds 46,497 shares of DISV stock, worth $1.35 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
46,497Holding current value
$1.35 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$243 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$175 Million3.34% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.56MShares$45.2 Million1.19% of portfolio
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Ritholtz Wealth Management1.31MShares$37.9 Million1.17% of portfolio