Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.25 Billion
- Q2 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 52,804 shares of DISV stock, worth $1.52 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
52,804
Previous 50,404
4.76%
Holding current value
$1.52 Million
Previous $1.37 Million
3.65%
% of portfolio
0.06%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.6 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.8 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio