Ever Source Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,070 shares of DISV stock, worth $59,015. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,070Holding current value
$59,015% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
320Shares Held
65MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$253 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$63.6 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$40.5 Million1.12% of portfolio