Rcs Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Rcs Financial Planning, LLC
- $189 Billion
- Q1 2025
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 40,899 shares of DISV stock, worth $1.24 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
40,899
Previous 43,356
5.67%
Holding current value
$1.24 Million
Previous $1.15 Billion
3.39%
% of portfolio
0.63%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
328Shares Held
67.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$269 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$194 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.7 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$50 Million1.46% of portfolio