Vestmark Advisory Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Vestmark Advisory Solutions, Inc.
- $2.16 Billion
- Q1 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 301,313 shares of DISV stock, worth $8.15 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
301,313
Previous 263,218
14.47%
Holding current value
$8.15 Million
Previous $6.79 Million
20.68%
% of portfolio
0.38%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
245Shares Held
53.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$220 Million10.24% of portfolio
-
Forum Financial Management, LP Lombard, IL6.52MShares$176 Million3.43% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$75.4 Million0.86% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.39MShares$37.5 Million1.18% of portfolio
-
Ritholtz Wealth Management1.29MShares$35 Million1.22% of portfolio