Aviance Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Aviance Capital Partners, LLC
- $720 Million
- Q2 2025
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 91,086 shares of DISV stock, worth $3.13 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
91,086
Previous 80,791
12.74%
Holding current value
$3.13 Million
Previous $2.35 Million
27.42%
% of portfolio
0.42%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
358Shares Held
77.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio