Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 57,414 shares of DISV stock, worth $1.57 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
57,414
Previous 55,155
4.1%
Holding current value
$1.57 Million
Previous $1.6 Million
4.81%
% of portfolio
0.06%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
281Shares Held
62.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$235 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$38.8 Million1.12% of portfolio