Hassell Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hassell Wealth Management, LLC
- $299 Billion
- Q4 2025
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 275,842 shares of DISV stock, worth $9.91 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
275,842
Previous 289,095
4.58%
Holding current value
$9.91 Million
Previous $10.3 Billion
5.74%
% of portfolio
3.65%
Previous 3.58%
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