Oceanside Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Oceanside Advisors LLC
- $134 Billion
- Q4 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 32,919 shares of DISV stock, worth $927,657. This represents 0.65% of its overall portfolio holdings.
Number of Shares
32,919
Previous 30,853
6.7%
Holding current value
$927,657
Previous $897 Million
2.44%
% of portfolio
0.65%
Previous 0.67%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio