True Wealth Design, LLC Dimensional ETF Tr Dimensional Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, True Wealth Design, LLC holds 89 shares of DISV stock, worth $3,196. This represents 0.0% of its overall portfolio holdings.
Number of Shares
89Holding current value
$3,196% of portfolio
0.0%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
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Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
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Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio