Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 Million
- Q3 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 60,578 shares of DISV stock, worth $1.62 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
60,578
Previous 51,233
18.24%
Holding current value
$1.62 Million
Previous $1.38 Million
27.72%
% of portfolio
0.45%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
273Shares Held
58.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$166 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$41.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.2 Million1.2% of portfolio