Shearwater Capital LLC Dimensional ETF Tr Dimensional Transaction History
Shearwater Capital LLC
- $147 Million
- Q4 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shearwater Capital LLC holds 24,166 shares of DISV stock, worth $713,621. This represents 0.44% of its overall portfolio holdings.
Number of Shares
24,166
Previous 23,945
0.92%
Holding current value
$713,621
Previous $695,000
7.63%
% of portfolio
0.44%
Previous 0.48%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42 Million1.12% of portfolio