Golden Bell Financial Planning LLC Dimensional ETF Tr Dimensional Transaction History
Golden Bell Financial Planning LLC
- $115 Billion
- Q3 2025
A detailed history of Golden Bell Financial Planning LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 82,985 shares of DISV stock, worth $2.98 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
82,985
Previous 78,505
5.71%
Holding current value
$2.98 Million
Previous $2.58 Billion
14.64%
% of portfolio
2.57%
Previous 2.43%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
82.1MCall 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