Baker Ellis Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Baker Ellis Asset Management LLC
- $779 Million
- Q3 2025
A detailed history of Baker Ellis Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Baker Ellis Asset Management LLC holds 500,970 shares of DISV stock, worth $18 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
500,970
Previous 470,355
6.51%
Holding current value
$18 Million
Previous $15.5 Million
15.5%
% of portfolio
2.3%
Previous 2.2%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
390Shares Held
82.2MCall 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