Raymond James Financial Services Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Raymond James Financial Services Advisors, Inc.
- $66.3 Billion
- Q1 2024
A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 112,528 shares of DISV stock, worth $3.1 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
112,528
Previous 86,386
30.26%
Holding current value
$3.1 Million
Previous $2.23 Million
37.36%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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