Eq Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Eq Wealth Advisors, LLC
- $104 Billion
- Q4 2024
A detailed history of Eq Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 130,069 shares of DISV stock, worth $3.67 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
130,069Holding current value
$3.67 Million% of portfolio
3.32%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.9 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$40.1 Million1.12% of portfolio