Longview Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Longview Financial Advisors, Inc.
- $131 Billion
- Q2 2024
A detailed history of Longview Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Longview Financial Advisors, Inc. holds 47,543 shares of DISV stock, worth $1.34 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
47,543
Previous 47,118
0.9%
Holding current value
$1.34 Million
Previous $1.28 Billion
0.15%
% of portfolio
0.97%
Previous 0.96%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$236 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$36.7 Million1.17% of portfolio