Pacific Sage Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Pacific Sage Partners, LLC
- $444 Billion
- Q1 2025
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 282,190 shares of DISV stock, worth $9.26 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
282,190
Previous 261,730
7.82%
Holding current value
$9.26 Million
Previous $6.95 Billion
18.16%
% of portfolio
1.85%
Previous 1.59%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$291 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$103 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.5 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54 Million1.46% of portfolio