Von Borstel & Associates, Inc. Dimensional ETF Tr Dimensional Transaction History
Von Borstel & Associates, Inc.
- $652 Million
- Q3 2025
A detailed history of Von Borstel & Associates, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Von Borstel & Associates, Inc. holds 427,639 shares of DISV stock, worth $15.4 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
427,639
Previous 420,313
1.74%
Holding current value
$15.4 Million
Previous $14 Million
9.81%
% of portfolio
2.35%
Previous 3.68%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
389Shares Held
82.2MCall 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