Ifg Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Ifg Advisory, LLC
- $1.54 Billion
- Q3 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 59,460 shares of DISV stock, worth $1.58 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
59,460
Previous 56,274
5.66%
Holding current value
$1.58 Million
Previous $1.51 Million
14.07%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio