Advisor Group Holdings, Inc. Dimensional ETF Tr Dimensional Transaction History
Advisor Group Holdings, Inc.
- $67.1 Billion
- Q3 2025
A detailed history of Advisor Group Holdings, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 233,666 shares of DISV stock, worth $8.39 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
233,666
Previous 190,532
22.64%
Holding current value
$8.39 Million
Previous $6.27 Million
33.0%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.8MCall 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