Shotwell Rutter Baer Inc Dimensional ETF Tr Dimensional Transaction History
Shotwell Rutter Baer Inc
- $119 Billion
- Q4 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 234,507 shares of DISV stock, worth $6.4 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
234,507
Previous 229,351
2.25%
Holding current value
$6.4 Million
Previous $6.6 Billion
7.21%
% of portfolio
5.16%
Previous 5.43%
Shares
5 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