Raymond James Financial Inc Dimensional ETF Tr Dimensional Transaction History
Raymond James Financial Inc
- $258 Billion
- Q1 2025
A detailed history of Raymond James Financial Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Raymond James Financial Inc holds 168,946 shares of DISV stock, worth $5.58 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
168,946
Previous 149,228
13.21%
Holding current value
$5.58 Million
Previous $3.96 Million
24.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
355Shares Held
75.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$293 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$195 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$193 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$83.2 Million1.18% of portfolio