Mogy Joel R Investment Counsel Inc Dimensional ETF Tr Dimensional Transaction History
Mogy Joel R Investment Counsel Inc
- $1.67 Billion
- Q4 2024
A detailed history of Mogy Joel R Investment Counsel Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 747 shares of DISV stock, worth $21,087. This represents 0.0% of its overall portfolio holdings.
Number of Shares
747Holding current value
$21,087% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.9 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$63 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio