Rather & Kittrell, Inc. Dimensional ETF Tr Dimensional Transaction History
Rather & Kittrell, Inc.
- $321 Million
- Q1 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 313,608 shares of DISV stock, worth $8.65 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
313,608
Previous 269,559
16.34%
Holding current value
$8.65 Million
Previous $6.95 Million
22.67%
% of portfolio
2.65%
Previous 2.47%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio