Stifel Financial Corp Dimensional ETF Tr Dimensional Transaction History
Stifel Financial Corp
- $86.8 Billion
- Q2 2024
A detailed history of Stifel Financial Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Stifel Financial Corp holds 121,701 shares of DISV stock, worth $3.5 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
121,701
Previous 121,620
0.07%
Holding current value
$3.5 Million
Previous $3.31 Million
0.97%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio