Burk Holdings LLC Dimensional ETF Tr Dimensional Transaction History
Burk Holdings LLC
- $187 Billion
- Q3 2025
A detailed history of Burk Holdings LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Burk Holdings LLC holds 110,930 shares of DISV stock, worth $3.98 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
110,930
Previous 106,817
3.85%
Holding current value
$3.98 Million
Previous $3.52 Billion
12.62%
% of portfolio
2.11%
Previous 2.2%
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