Orion Portfolio Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Orion Portfolio Solutions, LLC
- $9.43 Billion
- Q3 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 17,519 shares of DISV stock, worth $464,428. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,519
Previous 18,612
5.87%
Holding current value
$464,428
Previous $500,000
1.8%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio