Vannoy Advisory Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Vannoy Advisory Group, Inc.
- $135 Billion
- Q1 2025
A detailed history of Vannoy Advisory Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vannoy Advisory Group, Inc. holds 92,095 shares of DISV stock, worth $2.97 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
92,095
Previous 91,282
0.89%
Holding current value
$2.97 Million
Previous $2.43 Billion
10.57%
% of portfolio
1.99%
Previous 1.8%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$286 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$199 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$102 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$75.3 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$53.2 Million1.46% of portfolio