Shearwater Capital LLC Dimensional ETF Tr Dimensional Transaction History
Shearwater Capital LLC
- $142 Million
- Q1 2025
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shearwater Capital LLC holds 26,153 shares of DISV stock, worth $771,513. This represents 0.54% of its overall portfolio holdings.
Number of Shares
26,153
Previous 26,153
-0.0%
Holding current value
$771,513
Previous $771,000
-0.0%
% of portfolio
0.54%
Previous 0.54%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$188 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.9 Million1.12% of portfolio