Poinciana Advisors Group, LLC Dimensional ETF Tr Dimensional Transaction History
Poinciana Advisors Group, LLC
- $118 Billion
- Q3 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 20,580 shares of DISV stock, worth $739,233. This represents 0.62% of its overall portfolio holdings.
Number of Shares
20,580
Previous 20,580
-0.0%
Holding current value
$739,233
Previous $677 Million
8.45%
% of portfolio
0.62%
Previous 0.61%
Shares
1 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