Oceanside Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Oceanside Advisors LLC
- $138 Billion
- Q1 2025
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oceanside Advisors LLC holds 33,981 shares of DISV stock, worth $1.02 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
33,981
Previous 32,919
3.23%
Holding current value
$1.02 Million
Previous $875 Million
13.13%
% of portfolio
0.72%
Previous 0.65%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
67MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$266 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$192 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$94.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.5 Million1.46% of portfolio