Sensible Money, LLC Dimensional ETF Tr Dimensional Transaction History
Sensible Money, LLC
- $205 Billion
- Q2 2024
A detailed history of Sensible Money, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sensible Money, LLC holds 301,817 shares of DISV stock, worth $8.68 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
301,817
Previous 291,146
3.67%
Holding current value
$8.68 Million
Previous $7.92 Billion
2.58%
% of portfolio
3.96%
Previous 4.26%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.8 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio