Prosperity Planning, Inc. Dimensional ETF Tr Dimensional Transaction History
Prosperity Planning, Inc.
- $307 Million
- Q1 2025
A detailed history of Prosperity Planning, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Prosperity Planning, Inc. holds 52,366 shares of DISV stock, worth $1.74 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
52,366
Previous 52,897
1.0%
Holding current value
$1.74 Million
Previous $1.41 Million
9.89%
% of portfolio
0.5%
Previous 0.46%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio