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 $890,158. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26,812
Previous 29,297
8.48%
Holding current value
$890,158
Previous $778,000
0.26%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio