Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History
Ritholtz Wealth Management
- $3.37 Billion
- Q4 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 1,421,484 shares of DISV stock, worth $39 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
1,421,484
Previous 1,352,710
5.08%
Holding current value
$39 Million
Previous $39.3 Million
3.92%
% of portfolio
1.12%
Previous 1.2%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
284Shares Held
62.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
-
Asset Dedication, LLC1.21MShares$33.3 Million2.58% of portfolio