Independent Advisor Alliance Dimensional ETF Tr Dimensional Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Independent Advisor Alliance holds 11,359 shares of DISV stock, worth $320,891. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,359Holding current value
$320,891% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$181 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$63 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.2 Million1.12% of portfolio