Vestmark Advisory Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Vestmark Advisory Solutions, Inc.
- $2.63 Billion
- Q4 2024
A detailed history of Vestmark Advisory Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 331,838 shares of DISV stock, worth $9.21 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
331,838
Previous 326,404
1.66%
Holding current value
$9.21 Million
Previous $9.49 Million
7.05%
% of portfolio
0.34%
Previous 0.39%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
306Shares Held
64.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$238 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$172 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.7 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$39.4 Million1.12% of portfolio