Equita Financial Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Equita Financial Network, Inc.
- $274 Million
- Q3 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 404,270 shares of DISV stock, worth $11.2 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
404,270
Previous 362,325
11.58%
Holding current value
$11.2 Million
Previous $9.75 Million
20.52%
% of portfolio
4.29%
Previous 4.07%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$232 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.1 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.5 Million1.2% of portfolio