Retirement Solution Inc. Dimensional ETF Tr Dimensional Transaction History
Retirement Solution Inc.
- $141 Million
- Q1 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 152,109 shares of DISV stock, worth $4.25 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
152,109
Previous 151,959
0.1%
Holding current value
$4.25 Million
Previous $3.92 Million
5.51%
% of portfolio
2.93%
Previous 3.04%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
251Shares Held
53.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$227 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$182 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$77.8 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.7 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$36.1 Million1.22% of portfolio