Pacific Sage Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Pacific Sage Partners, LLC
- $386 Billion
- Q1 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 238,207 shares of DISV stock, worth $6.59 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
238,207
Previous 228,279
4.35%
Holding current value
$6.59 Million
Previous $5.89 Billion
10.03%
% of portfolio
1.68%
Previous 1.61%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
249Shares Held
53.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$225 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$77.1 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.3 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.8 Million1.22% of portfolio