Sensible Money, LLC Dimensional ETF Tr Dimensional Transaction History
Sensible Money, LLC
- $294 Billion
- Q3 2025
A detailed history of Sensible Money, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sensible Money, LLC holds 325,651 shares of DISV stock, worth $11.7 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
325,651
Previous 331,520
1.77%
Holding current value
$11.7 Million
Previous $10.9 Billion
6.53%
% of portfolio
3.95%
Previous 4.14%
Shares
12 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