Hbe Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hbe Wealth Management, LLC
- $106 Billion
- Q4 2025
A detailed history of Hbe Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hbe Wealth Management, LLC holds 22,787 shares of DISV stock, worth $818,509. This represents 0.81% of its overall portfolio holdings.
Number of Shares
22,787Holding current value
$818,509% of portfolio
0.81%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
394Shares Held
83.1MCall 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