Equita Financial Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Equita Financial Network, Inc.
- $283 Million
- Q1 2025
A detailed history of Equita Financial Network, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Equita Financial Network, Inc. holds 465,442 shares of DISV stock, worth $15.3 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
465,442
Previous 426,964
9.01%
Holding current value
$15.3 Million
Previous $11.3 Million
19.47%
% of portfolio
4.8%
Previous 4.14%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$291 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$103 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.5 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54 Million1.46% of portfolio