Visionary Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Visionary Wealth Advisors holds 45,752 shares of DISV stock, worth $1.3 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
45,752
Previous 21,737
110.48%
Holding current value
$1.3 Million
Previous $631,000
92.55%
% of portfolio
0.08%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
321Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$252 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.8 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.4 Million1.12% of portfolio