Rcs Financial Planning, LLC Dimensional ETF Tr Dimensional Transaction History
Rcs Financial Planning, LLC
- $180 Billion
- Q3 2024
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 43,255 shares of DISV stock, worth $1.14 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
43,255
Previous 43,870
1.4%
Holding current value
$1.14 Million
Previous $1.18 Billion
6.49%
% of portfolio
0.7%
Previous 0.7%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.3 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio