Shakespeare Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 430,775 shares of DISV stock, worth $11.6 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
430,775Holding current value
$11.6 Million% of portfolio
3.3%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$232 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.9 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.4 Million1.09% of portfolio
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Ritholtz Wealth Management1.35MShares$36.5 Million1.2% of portfolio