Clarity Wealth Development LLC Dimensional ETF Tr Dimensional Transaction History
Clarity Wealth Development LLC
- $111 Billion
- Q3 2025
A detailed history of Clarity Wealth Development LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Clarity Wealth Development LLC holds 130,946 shares of DISV stock, worth $4.7 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
130,946
Previous 124,646
5.05%
Holding current value
$4.7 Million
Previous $4.1 Billion
15.01%
% of portfolio
4.26%
Previous 4.08%
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