Keyvantage Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Keyvantage Wealth, LLC
- $238 Billion
- Q3 2025
A detailed history of Keyvantage Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 127,114 shares of DISV stock, worth $4.57 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
127,114
Previous 128,268
0.9%
Holding current value
$4.57 Million
Previous $4.22 Billion
7.47%
% of portfolio
1.9%
Previous 1.89%
Shares
3 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