Parkshore Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Parkshore Wealth Management, Inc.
- $245 Billion
- Q3 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 18,852 shares of DISV stock, worth $677,163. This represents 0.27% of its overall portfolio holdings.
Number of Shares
18,852
Previous 18,818
0.18%
Holding current value
$677,163
Previous $619 Million
8.64%
% of portfolio
0.27%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
389Shares Held
82.2MCall 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