Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History
Allworth Financial LP
- $15.5 Billion
- Q2 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 70,356 shares of DISV stock, worth $1.98 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
70,356Holding current value
$1.98 Million% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
262Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$235 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.6 Million1.17% of portfolio