New Edge Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, New Edge Advisors, LLC holds 374,182 shares of DISV stock, worth $10.1 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
374,182
Previous 226,085
65.51%
Holding current value
$10.1 Million
Previous $6.08 Million
78.74%
% of portfolio
0.07%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$232 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$168 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$85 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.4 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.5 Million1.2% of portfolio