Financial Architects, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Architects, LLC
- $176 Billion
- Q3 2025
A detailed history of Financial Architects, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Architects, LLC holds 243,355 shares of DISV stock, worth $8.74 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
243,355
Previous 240,475
1.2%
Holding current value
$8.74 Million
Previous $7.91 Billion
9.75%
% of portfolio
4.94%
Previous 4.81%
Shares
8 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