Sensible Money, LLC Dimensional ETF Tr Dimensional Transaction History
Sensible Money, LLC
- $229 Billion
- Q3 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 308,122 shares of DISV stock, worth $8.41 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
308,122
Previous 301,817
2.09%
Holding current value
$8.41 Million
Previous $8.12 Billion
10.27%
% of portfolio
3.91%
Previous 3.96%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
281Shares Held
62.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$235 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$38.8 Million1.12% of portfolio