Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Dimensional Transaction History
Allegiance Financial Group Advisory Services LLC
- $378 Billion
- Q2 2025
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 30,164 shares of DISV stock, worth $1.03 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
30,164
Previous 29,901
0.88%
Holding current value
$1.03 Million
Previous $871 Million
14.01%
% of portfolio
0.26%
Previous 0.26%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
356Shares Held
77MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$303 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$201 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$199 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86 Million1.18% of portfolio