Krilogy Financial LLC Dimensional ETF Tr Dimensional Transaction History
Krilogy Financial LLC
- $2.42 Billion
- Q3 2025
A detailed history of Krilogy Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Krilogy Financial LLC holds 325,969 shares of DISV stock, worth $11.7 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
325,969
Previous 317,437
2.69%
Holding current value
$11.7 Million
Previous $10.4 Million
11.36%
% of portfolio
0.48%
Previous 0.67%
Shares
12 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