Savvy Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Savvy Advisors, Inc.
- $2.99 Billion
- Q4 2025
A detailed history of Savvy Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Savvy Advisors, Inc. holds 7,977 shares of DISV stock, worth $286,533. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,977Holding current value
$286,533% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
396Shares Held
83.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
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Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio