Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 216 shares of DISV stock, worth $7,104. This represents 0.0% of its overall portfolio holdings.

Number of Shares
216
Previous 200 8.0%
Holding current value
$7,104
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$26.09 - $30.21 $417 - $483
16 Added 8.0%
216 $6,000
Q3 2024

Nov 14, 2024
BUY
$26.06 - $29.18 $5,212 - $5,836
200 New
200 $5,000

Others Institutions Holding DISV

# of Institutions
343
Shares Held
69.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email