Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,574 shares of DISV stock, worth $385,637. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,574Holding current value
$385,637% of portfolio
0.0%Shares
1 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
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Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.5 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.8 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$40.4 Million1.12% of portfolio