Altiora Financial Group, LLC Dimensional ETF Tr Dimensional Transaction History
Altiora Financial Group, LLC
- $452 Billion
- Q3 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 36,527 shares of DISV stock, worth $968,330. This represents 0.23% of its overall portfolio holdings.
Number of Shares
36,527
Previous 33,253
9.85%
Holding current value
$968,330
Previous $895 Million
18.65%
% of portfolio
0.23%
Previous 0.21%
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