Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Dimensional Transaction History
Strategic Investment Solutions, Inc. /Il
- $576 Billion
- Q4 2023
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 42,899 shares of DISV stock, worth $1.18 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
42,899
Previous 1,853,988
97.69%
Holding current value
$1.18 Million
Previous $45.2 Billion
97.56%
% of portfolio
0.19%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$223 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$179 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.5 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.5 Million1.22% of portfolio