O'Shaughnessy Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
O'Shaughnessy Asset Management, LLC
- $9.51 Billion
- Q2 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 1,657 shares of DISV stock, worth $47,671. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,657
Previous 929
78.36%
Holding current value
$47,671
Previous $25,000
76.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.8 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio