Longview Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Longview Financial Advisors, Inc.
- $127 Billion
- Q4 2024
A detailed history of Longview Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Longview Financial Advisors, Inc. holds 47,743 shares of DISV stock, worth $1.41 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
47,743
Previous 47,738
0.01%
Holding current value
$1.41 Million
Previous $1.39 Billion
8.56%
% of portfolio
1.0%
Previous 1.02%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$188 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.9 Million1.12% of portfolio