Yeomans Consulting Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Yeomans Consulting Group, Inc.
- $259 Billion
- Q2 2024
A detailed history of Yeomans Consulting Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Yeomans Consulting Group, Inc. holds 131,747 shares of DISV stock, worth $3.7 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
131,747
Previous 131,388
0.27%
Holding current value
$3.7 Million
Previous $3.57 Billion
0.78%
% of portfolio
1.37%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
262Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$235 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.6 Million1.17% of portfolio