Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Dimensional Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 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 32,670 shares of DISV stock, worth $919,987. This represents 0.51% of its overall portfolio holdings.
Number of Shares
32,670
Previous 32,451
0.67%
Holding current value
$919,987
Previous $943,000
7.95%
% of portfolio
0.51%
Previous 0.56%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$250 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$180 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$62.8 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40 Million1.12% of portfolio