Exencial Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 464,536 shares of DISV stock, worth $12.2 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
464,536
Previous 403,032
15.26%
Holding current value
$12.2 Million
Previous $10.8 Million
24.47%
% of portfolio
0.5%
Previous 0.41%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.3 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio