Belleair Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Belleair Asset Management, LLC
- $105 Billion
- Q4 2025
A detailed history of Belleair Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Belleair Asset Management, LLC holds 11,608 shares of DISV stock, worth $416,959. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,608Holding current value
$416,959% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
407Shares Held
83.2MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
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Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
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Forum Financial Management, LP Lombard, IL5.82MShares$209 Million3.14% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio