Shotwell Rutter Baer Inc Dimensional ETF Tr Dimensional Transaction History
Shotwell Rutter Baer Inc
- $122 Billion
- Q3 2024
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 229,351 shares of DISV stock, worth $6.04 Million. This represents 5.43% of its overall portfolio holdings.
Number of Shares
229,351
Previous 222,103
3.26%
Holding current value
$6.04 Million
Previous $6.07 Billion
8.74%
% of portfolio
5.43%
Previous 5.38%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.3 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio