Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 589,099 shares of DISV stock, worth $17.2 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
589,099
Previous 546,307
7.83%
Holding current value
$17.2 Million
Previous $14.5 Million
18.18%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$187 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$92 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.2 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.1 Million1.46% of portfolio