Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History
Allworth Financial LP
- $16.1 Billion
- Q3 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 68,197 shares of DISV stock, worth $1.81 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
68,197
Previous 70,356
3.07%
Holding current value
$1.81 Million
Previous $1.89 Million
4.65%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio