Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Dimensional Transaction History
Allegiance Financial Group Advisory Services LLC
- $309 Billion
- Q4 2024
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 29,880 shares of DISV stock, worth $888,930. This represents 0.26% of its overall portfolio holdings.
Number of Shares
29,880
Previous 29,763
0.39%
Holding current value
$888,930
Previous $865 Million
8.21%
% of portfolio
0.26%
Previous 0.3%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
325Shares Held
66.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$264 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$190 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66.4 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.3 Million1.12% of portfolio