Aspire Wealth Management Corp Dimensional ETF Tr Dimensional Transaction History
Aspire Wealth Management Corp
- $166 Million
- Q2 2024
A detailed history of Aspire Wealth Management Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aspire Wealth Management Corp holds 2,786 shares of DISV stock, worth $80,153. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,786
Previous 2,786
-0.0%
Holding current value
$80,153
Previous $75,000
1.33%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.8 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio