M Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
M Wealth Management, LLC
- $115 Billion
- Q4 2025
A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, M Wealth Management, LLC holds 6,935 shares of DISV stock, worth $249,105. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,935
Previous 6,935
-0.0%
Holding current value
$249,105
Previous $248 Million
6.47%
% of portfolio
0.23%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
407Shares Held
83.2MCall 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