Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History
Ritholtz Wealth Management
- $2.87 Billion
- Q1 2024
A detailed history of Ritholtz Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ritholtz Wealth Management holds 1,293,654 shares of DISV stock, worth $35.5 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
1,293,654
Previous 1,233,852
4.85%
Holding current value
$35.5 Million
Previous $31.8 Million
10.54%
% of portfolio
1.22%
Previous 1.24%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$223 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$179 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.5 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38 Million1.18% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.12MShares$30.7 Million0.05% of portfolio