Altiora Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Altiora Financial Group, LLC
- $470 Billion
- Q1 2025
A detailed history of Altiora Financial Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Altiora Financial Group, LLC holds 32,350 shares of DISV stock, worth $976,323. This represents 0.2% of its overall portfolio holdings.
Number of Shares
32,350
Previous 35,520
8.92%
Holding current value
$976,323
Previous $944 Million
0.18%
% of portfolio
0.2%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
341Shares Held
69.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$186 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$70.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio