Financial Harvest, LLC Dimensional ETF Tr Dimensional Transaction History
Financial Harvest, LLC
- $134 Billion
- Q2 2025
A detailed history of Financial Harvest, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Financial Harvest, LLC holds 448,041 shares of DISV stock, worth $14.9 Million. This represents 11.02% of its overall portfolio holdings.
Number of Shares
448,041Holding current value
$14.9 Million% of portfolio
11.02%Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
348Shares Held
75.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$194 Million2.07% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio