Equita Financial Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Equita Financial Network, Inc.
- $274 Million
- Q4 2024
A detailed history of Equita Financial Network, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Equita Financial Network, Inc. holds 426,964 shares of DISV stock, worth $12.2 Million. This represents 4.14% of its overall portfolio holdings.
Number of Shares
426,964
Previous 404,270
5.61%
Holding current value
$12.2 Million
Previous $11.7 Million
3.44%
% of portfolio
4.14%
Previous 4.29%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
322Shares Held
65.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$253 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$182 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$63.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.5 Million1.12% of portfolio