Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Dimensional Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 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 57,414 shares of DISV stock, worth $1.71 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
57,414
Previous 55,155
4.1%
Holding current value
$1.71 Million
Previous $1.6 Million
4.81%
% of portfolio
0.06%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$264 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$190 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66.4 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.3 Million1.12% of portfolio