Advyzon Investment Management, LLC Dimensional ETF Tr Dimensional Transaction History
Advyzon Investment Management, LLC
- $283 Billion
- Q1 2025
A detailed history of Advyzon Investment Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 108 shares of DISV stock, worth $3,259. This represents 0.0% of its overall portfolio holdings.
Number of Shares
108Holding current value
$3,259% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
337Shares Held
67.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$186 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio