Avant Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Avant Financial Advisors LLC
- $109 Billion
- Q4 2024
A detailed history of Avant Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avant Financial Advisors LLC holds 133,161 shares of DISV stock, worth $3.93 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
133,161Holding current value
$3.93 Million% of portfolio
3.25%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$188 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92.9 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.8 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$41.9 Million1.12% of portfolio