Parkwoods Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Parkwoods Wealth Partners, LLC
- $126 Billion
- Q4 2024
A detailed history of Parkwoods Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkwoods Wealth Partners, LLC holds 52,813 shares of DISV stock, worth $1.45 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
52,813
Previous 23,056
129.06%
Holding current value
$1.45 Million
Previous $670 Million
109.44%
% of portfolio
1.12%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
286Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio