Longview Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Longview Financial Advisors LLC
- $181 Billion
- Q4 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 158,244 shares of DISV stock, worth $5.68 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
158,244
Previous 160,154
1.19%
Holding current value
$5.68 Million
Previous $5.72 Billion
5.2%
% of portfolio
3.32%
Previous 3.29%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
399Shares Held
82.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
-
Forum Financial Management, LP Lombard, IL5.82MShares$209 Million3.14% 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