Global Trust Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Global Trust Asset Management, LLC
- $160 Million
- Q1 2025
A detailed history of Global Trust Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Global Trust Asset Management, LLC holds 1,300 shares of DISV stock, worth $37,960. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,300
Previous 1,500
13.33%
Holding current value
$37,960
Previous $39,000
5.13%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
327Shares Held
66.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$187 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.2 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.1 Million1.46% of portfolio