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 $53.2 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
$53.2 Million
Previous $37.8 Million
27.01%
% of portfolio
1.46%
Previous 1.12%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$286 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$199 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$102 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$75.3 Million1.1% of portfolio
-
Asset Dedication, LLC1.29MShares$41.8 Million3.12% of portfolio