Mc Lean Asset Management Corp Dimensional ETF Tr Dimensional Transaction History
Mc Lean Asset Management Corp
- $558 Billion
- Q4 2025
A detailed history of Mc Lean Asset Management Corp transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mc Lean Asset Management Corp holds 82,856 shares of DISV stock, worth $2.98 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
82,856
Previous 53,568
54.67%
Holding current value
$2.98 Million
Previous $1.93 Billion
69.21%
% of portfolio
0.58%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
397Shares Held
83.4MCall 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, IL5.87MShares$211 Million2.22% 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