Strategic Wealth Partners, Ltd. Dimensional ETF Tr Dimensional Transaction History
Strategic Wealth Partners, Ltd.
- $1.19 Billion
- Q3 2025
A detailed history of Strategic Wealth Partners, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,402 shares of DISV stock, worth $50,359. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,402
Previous 27
5092.59%
Holding current value
$50,359
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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