Aviance Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Aviance Capital Partners, LLC
- $690 Million
- Q4 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 80,747 shares of DISV stock, worth $2.24 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
80,747
Previous 81,056
0.38%
Holding current value
$2.24 Million
Previous $2.36 Million
8.92%
% of portfolio
0.31%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
295Shares Held
63.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.7 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio