Equita Financial Network, Inc. Dimensional ETF Tr Dimensional Transaction History
Equita Financial Network, Inc.
- $245 Million
- Q2 2025
A detailed history of Equita Financial Network, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Equita Financial Network, Inc. holds 434,946 shares of DISV stock, worth $15.4 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
434,946
Previous 465,442
6.55%
Holding current value
$15.4 Million
Previous $13.6 Million
5.61%
% of portfolio
5.83%
Previous 4.8%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio