Passive Capital Management, Llc. Dimensional ETF Tr Dimensional Transaction History
Passive Capital Management, Llc.
- $307 Billion
- Q3 2025
A detailed history of Passive Capital Management, Llc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Passive Capital Management, Llc. holds 20,881 shares of DISV stock, worth $750,045. This represents 0.24% of its overall portfolio holdings.
Number of Shares
20,881
Previous 15,500
34.72%
Holding current value
$750,045
Previous $451 Million
65.11%
% of portfolio
0.24%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio