Wealthspire Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspire Advisors, LLC
- $16.6 Billion
- Q1 2025
A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,574 shares of DISV stock, worth $450,656. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,574
Previous 13,574
-0.0%
Holding current value
$450,656
Previous $360,000
9.72%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
344Shares Held
69.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio