Discipline Wealth Solutions, LLC Dimensional ETF Tr Dimensional Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 8,826 shares of DISV stock, worth $315,617. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,826Holding current value
$315,617% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
377Shares Held
81.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL5.91MShares$211 Million3.28% of portfolio
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Mather Group, Llc. Chicago, IL5.86MShares$210 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, MO2.52MShares$90.1 Million1.18% of portfolio