Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History
Ritholtz Wealth Management
- $3.29 Billion
- Q1 2025
A detailed history of Ritholtz Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ritholtz Wealth Management holds 1,647,321 shares of DISV stock, worth $49.5 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
1,647,321
Previous 1,421,484
15.89%
Holding current value
$49.5 Million
Previous $37.8 Million
27.01%
% of portfolio
1.46%
Previous 1.12%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$266 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$192 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$94.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67 Million1.08% of portfolio
-
Asset Dedication, LLC1.21MShares$36.4 Million2.58% of portfolio