Parkworth Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkworth Wealth Management, Inc.
- $125 Billion
- Q1 2025
A detailed history of Parkworth Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 51,092 shares of DISV stock, worth $1.72 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
51,092
Previous 51,387
0.57%
Holding current value
$1.72 Million
Previous $1.37 Billion
8.98%
% of portfolio
1.19%
Previous 1.14%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
357Shares Held
77.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$299 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$199 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$197 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$106 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$84.9 Million1.18% of portfolio