Passive Capital Management, Llc. Dimensional ETF Tr Dimensional Transaction History
Passive Capital Management, Llc.
- $284 Billion
- Q4 2024
A detailed history of Passive Capital Management, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Passive Capital Management, Llc. holds 15,500 shares of DISV stock, worth $457,250. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,500
Previous 15,500
-0.0%
Holding current value
$457,250
Previous $450 Million
8.57%
% of portfolio
0.14%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$188 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.9 Million1.12% of portfolio