Yeomans Consulting Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Yeomans Consulting Group, Inc.
- $259 Billion
- Q1 2025
A detailed history of Yeomans Consulting Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Yeomans Consulting Group, Inc. holds 137,718 shares of DISV stock, worth $4.45 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
137,718
Previous 132,900
3.63%
Holding current value
$4.45 Million
Previous $3.53 Billion
13.57%
% of portfolio
1.55%
Previous 1.32%
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