Hmv Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Hmv Wealth Advisors, LLC
- $99.9 Billion
- Q4 2024
A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 47,830 shares of DISV stock, worth $1.39 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
47,830Holding current value
$1.39 Million% of portfolio
1.27%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$186 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.1 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$41.5 Million1.12% of portfolio