Ubs Group Ag Dimensional ETF Tr Dimensional Transaction History

Ubs Group Ag

$527 Billion
Q4 2024

A detailed history of Ubs Group Ag transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ubs Group Ag holds 1,633 shares of DISV stock, worth $46,556. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,633

Holding current value

$46,556

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$26.18 - $28.77 $42,751 - $46,981	1,633 New	1,633 $43,000

Others Institutions Holding DISV

# of Institutions

320

Shares Held

65M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$253 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.29M
Shares

$179 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$89.8 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$63.6 Million
1.08% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$40.5 Million
1.12% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ubs Group Ag, based on Form 13F filings with the SEC.

News

Stay updated on Ubs Group Ag with notifications on news.

Account