Parkshore Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkshore Wealth Management, Inc.
- $205 Billion
- Q2 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 18,818 shares of DISV stock, worth $638,682. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,818
Previous 11,538
63.1%
Holding current value
$638,682
Previous $336 Million
84.33%
% of portfolio
0.3%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
354Shares Held
75.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$301 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$209 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$198 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$107 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$79.1 Million1.1% of portfolio