Aurelius Family Office LLC Dimensional ETF Tr Dimensional Transaction History
Aurelius Family Office LLC
- $225 Billion
- Q3 2025
A detailed history of Aurelius Family Office LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aurelius Family Office LLC holds 64,566 shares of DISV stock, worth $2.32 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
64,566
Previous 64,566
-0.0%
Holding current value
$2.32 Million
Previous $2.12 Billion
8.45%
% of portfolio
1.03%
Previous 1.0%
Shares
3 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