Congress Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,541 shares of DISV stock, worth $378,632. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,541
Previous 9,632 9.44%
Holding current value
$378,632
Previous $280,000 23.57%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$25.93 - $32.91 $23,570 - $29,915
909 Added 9.44%
10,541 $346,000
Q1 2025

May 14, 2025
BUY
$26.09 - $30.21 $251,298 - $290,982
9,632 New
9,632 $280,000

Others Institutions Holding DISV

# of Institutions
390
Shares Held
82.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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