Steward Partners Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
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 200 shares of DISV stock, worth $5,264. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200Holding current value
$5,264% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.3 Million1.09% of portfolio
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Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio