Parkshore Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkshore Wealth Management, Inc.
- $172 Billion
- Q1 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 11,538 shares of DISV stock, worth $372,446. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,538
Previous 11,525
0.11%
Holding current value
$372,446
Previous $306 Million
9.72%
% of portfolio
0.2%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$286 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$199 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$102 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$75.3 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$53.2 Million1.46% of portfolio