Wealth Advisors Northwest LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Advisors Northwest LLC
- $147 Billion
- Q4 2024
A detailed history of Wealth Advisors Northwest LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 166,438 shares of DISV stock, worth $4.61 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
166,438Holding current value
$4.61 Million% of portfolio
3.01%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
292Shares Held
63.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio