Rather & Kittrell, Inc. Dimensional ETF Tr Dimensional Transaction History
Rather & Kittrell, Inc.
- $418 Million
- Q1 2025
A detailed history of Rather & Kittrell, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rather & Kittrell, Inc. holds 468,376 shares of DISV stock, worth $15.1 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
468,376
Previous 434,673
7.75%
Holding current value
$15.1 Million
Previous $11.5 Million
18.1%
% of portfolio
3.27%
Previous 2.96%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$286 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$199 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$102 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$75.3 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$53.2 Million1.46% of portfolio