Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Dimensional Transaction History
Allegiance Financial Group Advisory Services LLC
- $329 Billion
- Q1 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 29,901 shares of DISV stock, worth $902,412. This represents 0.26% of its overall portfolio holdings.
Number of Shares
29,901
Previous 29,880
0.07%
Holding current value
$902,412
Previous $794 Million
9.67%
% of portfolio
0.26%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
333Shares Held
67MCall 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