Capital Group Private Client Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Capital Group Private Client Services, Inc.
- $5.15 Billion
- Q3 2025
A detailed history of Capital Group Private Client Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 31,959 shares of DISV stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
31,959
Previous 31,959
-0.0%
Holding current value
$1.15 Million
Previous $1.05 Million
8.47%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
390Shares Held
82.8MCall 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, IL5.87MShares$211 Million2.22% 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