Visionary Wealth Advisors Dimensional ETF Tr Dimensional Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 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 21,737 shares of DISV stock, worth $567,553. This represents 0.04% of its overall portfolio holdings.
Number of Shares
21,737
Previous 20,567
5.69%
Holding current value
$567,553
Previous $553,000
14.1%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$224 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$162 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.3 Million1.2% of portfolio