Hmv Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Hmv Wealth Advisors, LLC
- $182 Billion
- Q3 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 97,187 shares of DISV stock, worth $3.49 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
97,187
Previous 101,879
4.61%
Holding current value
$3.49 Million
Previous $3.35 Billion
3.45%
% of portfolio
1.91%
Previous 2.2%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.8MCall 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