Rather & Kittrell, Inc. Dimensional ETF Tr Dimensional Transaction History
Rather & Kittrell, Inc.
- $391 Million
- Q4 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 434,673 shares of DISV stock, worth $13.1 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
434,673
Previous 383,990
13.2%
Holding current value
$13.1 Million
Previous $11.2 Million
3.5%
% of portfolio
2.96%
Previous 2.95%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$266 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$192 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$94.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.5 Million1.46% of portfolio