Poinciana Advisors Group, LLC Dimensional ETF Tr Dimensional Transaction History
Poinciana Advisors Group, LLC
- $96.5 Billion
- Q1 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 20,580 shares of DISV stock, worth $649,710. This represents 0.62% of its overall portfolio holdings.
Number of Shares
20,580
Previous 20,580
-0.0%
Holding current value
$649,710
Previous $547 Million
9.6%
% of portfolio
0.62%
Previous 0.55%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
342Shares Held
69.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$280 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$194 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$99.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$73.6 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$52 Million1.46% of portfolio