Approach Retirement Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 29,182 shares of DISV stock, worth $1.05 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
29,182Holding current value
$1.05 Million% of portfolio
0.96%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
400Shares Held
82.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
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Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
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Forum Financial Management, LP Lombard, IL5.82MShares$209 Million3.14% 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