Evanson Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Evanson Asset Management, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evanson Asset Management, LLC holds 845,459 shares of DISV stock, worth $23.2 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
845,459
Previous 758,684
11.44%
Holding current value
$23.2 Million
Previous $19.6 Million
17.49%
% of portfolio
1.83%
Previous 1.67%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$223 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$179 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.5 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$38 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35.5 Million1.22% of portfolio