Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Transaction History
Concourse Financial Group Securities, Inc.
- $0
- Q2 2025
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
100.0%
Previous 100.0%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
392Shares Held
81.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$319 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.6 Million0.98% of portfolio