Oceanside Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Oceanside Advisors LLC
- $121 Billion
- Q1 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oceanside Advisors LLC holds 29,878 shares of DISV stock, worth $824,035. This represents 0.67% of its overall portfolio holdings.
Number of Shares
29,878
Previous 29,457
1.43%
Holding current value
$824,035
Previous $760 Million
6.96%
% of portfolio
0.67%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio