Aspire Private Capital, LLC Dimensional ETF Tr Dimensional Transaction History
Aspire Private Capital, LLC
- $398 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
286Shares Held
63MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio