Aviance Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Aviance Capital Partners, LLC
- $733 Million
- Q3 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 81,056 shares of DISV stock, worth $2.15 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
81,056
Previous 73,031
10.99%
Holding current value
$2.15 Million
Previous $1.97 Million
19.85%
% of portfolio
0.32%
Previous 0.29%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio