Aviance Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Aviance Capital Partners, LLC
- $653 Million
- Q1 2024
A detailed history of Aviance Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 72,669 shares of DISV stock, worth $2.03 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
72,669
Previous 71,468
1.68%
Holding current value
$2.03 Million
Previous $1.84 Million
7.16%
% of portfolio
0.3%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
251Shares Held
53.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$227 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$182 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$77.8 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.7 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$36.1 Million1.22% of portfolio