Rather & Kittrell, Inc. Dimensional ETF Tr Dimensional Transaction History
Rather & Kittrell, Inc.
- $378 Million
- Q3 2024
A detailed history of Rather & Kittrell, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rather & Kittrell, Inc. holds 383,990 shares of DISV stock, worth $10.5 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
383,990
Previous 350,926
9.42%
Holding current value
$10.5 Million
Previous $9.44 Million
18.16%
% of portfolio
2.95%
Previous 2.76%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
283Shares Held
62.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$235 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$38.9 Million1.12% of portfolio