Assetmark, Inc Dimensional ETF Tr Dimensional Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assetmark, Inc holds 323 shares of DISV stock, worth $11,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares

323

Holding current value

$11,602

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$32.78 - $35.79 $10,587 - $11,560	323 New	323 $11,000

Others Institutions Holding DISV

# of Institutions

389

Shares Held

82.2M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$318 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

5.91M
Shares

$212 Million
3.28% of portfolio
Mather Group, Llc. Chicago, IL

5.86M
Shares

$211 Million
2.13% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$113 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.27M
Shares

$81.5 Million
0.98% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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