Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Transaction History
Carson Allaria Wealth Management, Ltd.
- $155 Million
- Q1 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 31,979 shares of DISV stock, worth $893,173. This represents 0.56% of its overall portfolio holdings.
Number of Shares
31,979
Previous 31,420
1.78%
Holding current value
$893,173
Previous $810,000
7.28%
% of portfolio
0.56%
Previous 0.59%
Shares
8 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