Stock
DISV
| Ownership Count: | 386 |
| Ownership Count: | 386 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Merriman Wealth Management, LLC | 10.14% |
Added 3.19%
|
8,865,282 | $235,550,000.0 |
| Forum Financial Management, LP | 3.17% |
Added 0.90%
|
5,842,750 | $155,241,000.0 |
| Colony Group, LLC | 0.32% |
Added 20.10%
|
4,343,382 | $115,403,000.0 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 0.94% |
No Change
|
3,149,744 | $84,743,000.0 |
| Buckingham Strategic Partners | 1.05% |
Added 35.54%
|
2,231,410 | $59,288,000.0 |
| RITHOLTZ WEALTH MANAGEMENT | 1.12% |
Added 5.08%
|
1,421,484 | $37,768,000.0 |
| Asset Dedication, LLC | 2.57% |
Added 8.28%
|
1,212,974 | $32,228,000.0 |
| HighTower Advisors, LLC | 0.05% |
Added 1.60%
|
1,207,345 | $32,079,000.0 |
| JANE STREET GROUP, LLC | 0.07% |
Added 41.33%
|
1,146,584 | $33,319,000.0 |
| Corient Private Wealth LLC | 0.05% |
Reduced 2.41%
|
1,046,058 | $27,793,000.0 |
| Abacus Wealth Partners, LLC | 5.68% |
Added 20.80%
|
1,035,882 | $27,523,000.0 |
| Evanson Asset Management, LLC | 1.89% |
Added 5.16%
|
1,009,118 | $26,812,000.0 |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 3.36% |
Added 16.46%
|
970,495 | $25,786,000.0 |
| Cerity Partners LLC | 0.05% |
Added 9.08%
|
841,997 | $22,371,000.0 |
| Planning Center, Inc. | 3.28% |
Added 0.68%
|
823,169 | $21,871,000.0 |