Harbor Investment Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Harbor Investment Advisory, LLC
- $1.46 Billion
- Q4 2025
A detailed history of Harbor Investment Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 21,109 shares of DISV stock, worth $758,235. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,109
Previous 18,545
13.83%
Holding current value
$758,235
Previous $661,000
14.67%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding DISV
# of Institutions
397Shares Held
83.4MCall 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