One Ascent Financial Services LLC Dimensional ETF Tr Dimensional Transaction History
One Ascent Financial Services LLC
- $1.18 Billion
- Q4 2024
A detailed history of One Ascent Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, One Ascent Financial Services LLC holds 57,865 shares of DISV stock, worth $1.71 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
57,865Holding current value
$1.71 Million% of portfolio
0.13%Shares
2 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