Ifg Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Ifg Advisory, LLC

$1.32 Billion
Q1 2024

A detailed history of Ifg Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ifg Advisory, LLC holds 51,478 shares of DISV stock, worth $1.42 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

51,478

Holding current value

$1.42 Million

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$24.73 - $27.24 $1.27 Million - $1.4 Million	51,478 New	51,478 $1.4 Million

Others Institutions Holding DISV

# of Institutions

247

Shares Held

53.5M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.13M
Shares

$224 Million
10.24% of portfolio
Forum Financial Management, LP Lombard, IL

6.52M
Shares

$180 Million
3.43% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.79M
Shares

$76.9 Million
0.86% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.39M
Shares

$38.2 Million
1.18% of portfolio
Ritholtz Wealth Management

1.29M
Shares

$35.7 Million
1.22% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.

Account