Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Dimensional Transaction History
Allegiance Financial Group Advisory Services LLC
- $435 Billion
- Q3 2025
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 30,238 shares of DISV stock, worth $1.09 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
30,238
Previous 30,164
0.25%
Holding current value
$1.09 Million
Previous $993 Million
8.71%
% of portfolio
0.25%
Previous 0.26%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio