Ritholtz Wealth Management Dimensional ETF Tr Dimensional Transaction History
Ritholtz Wealth Management
- $4.45 Billion
- Q2 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 2,031,995 shares of DISV stock, worth $69.8 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
2,031,995
Previous 1,647,321
23.35%
Holding current value
$69.8 Million
Previous $48 Million
39.41%
% of portfolio
1.5%
Previous 1.46%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
364Shares Held
79.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio