Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History
Allworth Financial LP
- $17.4 Billion
- Q1 2025
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 26,812 shares of DISV stock, worth $809,186. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26,812
Previous 29,297
8.48%
Holding current value
$809,186
Previous $778,000
0.26%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
330Shares Held
67.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$193 Million3.36% 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