Austin Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Private Wealth, LLC
- $1.18 Billion
- Q3 2025
A detailed history of Austin Private Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Private Wealth, LLC holds 26,800 shares of DISV stock, worth $962,656. This represents 0.08% of its overall portfolio holdings.
Number of Shares
26,800
Previous 27,643
3.05%
Holding current value
$962,656
Previous $909,000
5.17%
% of portfolio
0.08%
Previous 0.08%
Shares
4 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