Concord Wealth Partners Dimensional ETF Tr Dimensional Transaction History
Concord Wealth Partners
- $599 Million
- Q1 2025
A detailed history of Concord Wealth Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Concord Wealth Partners holds 35 shares of DISV stock, worth $1,056. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35Holding current value
$1,056% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
331Shares Held
67.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.15MShares$186 Million3.39% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
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Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio