Altiora Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Altiora Financial Group, LLC
- $460 Billion
- Q4 2024
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 35,520 shares of DISV stock, worth $1.03 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
35,520
Previous 36,527
2.76%
Holding current value
$1.03 Million
Previous $1.06 Billion
11.09%
% of portfolio
0.21%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$257 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$185 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.1 Million1.12% of portfolio