Janney Montgomery Scott LLC Dimensional ETF Tr Dimensional Transaction History
Janney Montgomery Scott LLC
- $36.1 Billion
- Q4 2024
A detailed history of Janney Montgomery Scott LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 32,199 shares of DISV stock, worth $909,621. This represents 0.0% of its overall portfolio holdings.
Number of Shares
32,199
Previous 28,902
11.41%
Holding current value
$909,621
Previous $840,000
1.9%
% of portfolio
0.0%
Previous 0.0%
Shares
7 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