Relaxing Retirement Coach Dimensional ETF Tr Dimensional Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Relaxing Retirement Coach holds 63,734 shares of DISV stock, worth $1.8 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
63,734
Previous 55,372
15.1%
Holding current value
$1.8 Million
Previous $1.32 Million
14.43%
% of portfolio
0.47%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$181 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$63 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.2 Million1.12% of portfolio