Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History
Allworth Financial LP
- $17.3 Billion
- Q4 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 29,297 shares of DISV stock, worth $843,753. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29,297
Previous 68,197
57.04%
Holding current value
$843,753
Previous $1.98 Million
60.73%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
328Shares Held
66.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$255 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$184 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$47.4 Million1.46% of portfolio