Longview Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Longview Financial Advisors LLC
- $173 Billion
- Q3 2025
A detailed history of Longview Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Longview Financial Advisors LLC holds 160,154 shares of DISV stock, worth $5.75 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
160,154
Previous 144,707
10.67%
Holding current value
$5.75 Million
Previous $4.76 Billion
20.02%
% of portfolio
3.29%
Previous 2.98%
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