Financial Harvest, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Harvest, LLC
- $148 Billion
- Q3 2025
A detailed history of Financial Harvest, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Harvest, LLC holds 460,576 shares of DISV stock, worth $16.5 Million. This represents 11.08% of its overall portfolio holdings.
Number of Shares
460,576
Previous 448,041
2.8%
Holding current value
$16.5 Million
Previous $14.7 Billion
11.48%
% of portfolio
11.08%
Previous 11.02%
Shares
3 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