Gen Financial Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Gen Financial Management, Inc.
- $159 Billion
- Q4 2025
A detailed history of Gen Financial Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Gen Financial Management, Inc. holds 8,278 shares of DISV stock, worth $297,345. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,278
Previous 8,278
-0.0%
Holding current value
$297,345
Previous $295 Million
6.47%
% of portfolio
0.2%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
396Shares Held
83.3MCall 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, IL5.87MShares$211 Million2.22% 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