Fortitude Family Office, LLC Dimensional ETF Tr Dimensional Transaction History
Fortitude Family Office, LLC
- $372 Billion
- Q3 2025
A detailed history of Fortitude Family Office, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fortitude Family Office, LLC holds 51,220 shares of DISV stock, worth $1.84 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
51,220
Previous 54,456
5.94%
Holding current value
$1.84 Million
Previous $1.79 Billion
2.0%
% of portfolio
0.49%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
82.1MCall 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