Pacific Sage Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Pacific Sage Partners, LLC
- $438 Billion
- Q4 2024
A detailed history of Pacific Sage Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pacific Sage Partners, LLC holds 261,730 shares of DISV stock, worth $7.23 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
261,730
Previous 252,289
3.74%
Holding current value
$7.23 Million
Previous $7.33 Billion
5.15%
% of portfolio
1.59%
Previous 1.75%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
284Shares Held
62.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$237 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.5 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39.3 Million1.12% of portfolio