Vannoy Advisory Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Vannoy Advisory Group, Inc.
- $138 Billion
- Q3 2024
A detailed history of Vannoy Advisory Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vannoy Advisory Group, Inc. holds 88,654 shares of DISV stock, worth $2.36 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
88,654
Previous 89,321
0.75%
Holding current value
$2.36 Million
Previous $2.4 Billion
7.2%
% of portfolio
1.87%
Previous 1.86%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.7 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio