Aviance Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Aviance Capital Partners, LLC
- $789 Million
- Q3 2025
A detailed history of Aviance Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 94,299 shares of DISV stock, worth $3.39 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
94,299
Previous 91,086
3.53%
Holding current value
$3.39 Million
Previous $3 Million
12.28%
% of portfolio
0.43%
Previous 0.42%
Shares
13 transactions
Others Institutions Holding DISV
# of Institutions
396Shares Held
83.3MCall 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