Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History
Retirement Solution Inc.
- $171 Million
- Q3 2024
A detailed history of Retirement Solution Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Retirement Solution Inc. holds 151,377 shares of DISV stock, worth $4.06 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
151,377
Previous 153,624
1.46%
Holding current value
$4.06 Million
Previous $4.13 Million
6.41%
% of portfolio
2.57%
Previous 2.91%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$166 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.1 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.2 Million1.2% of portfolio