Fundamentun, LLC Dimensional ETF Tr Dimensional Transaction History

Fundamentun, LLC

$1.57 Billion
Q4 2024

A detailed history of Fundamentun, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fundamentun, LLC holds 28,110 shares of DISV stock, worth $798,605. This represents 0.05% of its overall portfolio holdings.

Number of Shares

28,110

Holding current value

$798,605

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$26.18 - $28.77 $735,919 - $808,724	28,110 New	28,110 $746,000

Others Institutions Holding DISV

# of Institutions

321

Shares Held

66M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$252 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.29M
Shares

$179 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$89.5 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

1.65M
Shares

$46.8 Million
1.09% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$40.4 Million
1.12% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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