Global Trust Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Global Trust Asset Management, LLC
- $257 Million
- Q4 2024
A detailed history of Global Trust Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Global Trust Asset Management, LLC holds 1,500 shares of DISV stock, worth $43,410. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$43,410
Previous $43,000
9.3%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
323Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$257 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$185 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.6 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$41.1 Million1.12% of portfolio