Perigon Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 19,823 shares of DISV stock, worth $541,366. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,823Holding current value
$541,366% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
281Shares Held
62.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$235 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$45 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$38.8 Million1.12% of portfolio