Tompkins Financial Corp Dimensional ETF Tr Dimensional Transaction History

Tompkins Financial Corp

$1.04 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 08, 2024	BUY	$22.43 - $25.87 $2,130 - $2,457	95 New	95 $2,000

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

0

Put Options Held

0

Merriman Wealth Management, LLC

8.59M
Shares

$228 Million
10.57% of portfolio
Forum Financial Management, LP Lombard, IL

6.21M
Shares

$165 Million
3.44% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$83.7 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$43.7 Million
1.09% of portfolio
Ritholtz Wealth Management

1.35M
Shares

$35.9 Million
1.2% of portfolio

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