Equita Financial Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Equita Financial Network, Inc.
- $262 Million
- Q3 2025
A detailed history of Equita Financial Network, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Equita Financial Network, Inc. holds 445,070 shares of DISV stock, worth $16 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
445,070
Previous 434,946
2.33%
Holding current value
$16 Million
Previous $14.3 Million
10.97%
% of portfolio
6.06%
Previous 5.83%
Shares
9 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