Aspire Wealth Management Corp Dimensional ETF Tr Dimensional Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
A detailed history of Aspire Wealth Management Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aspire Wealth Management Corp holds 2,786 shares of DISV stock, worth $100,073. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,786
Previous 2,786
-0.0%
Holding current value
$100,073
Previous $74,000
8.11%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
390Shares Held
82.4MCall 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, IL5.87MShares$211 Million2.22% 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