United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

United Wealth Management, LLC

  • $344 Billion
  • Q2 2025

A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 302,710 shares of DISV stock, worth $10.4 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
302,710
Previous 305,796 1.01%
Holding current value
$10.4 Million
Previous $8.9 Billion 11.87%
% of portfolio
2.89%
Previous 2.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$25.93 - $32.91 $80,019 - $101,560
-3,086 Reduced 1.01%
302,710 $9.96 Billion
Q1 2025

May 01, 2025
BUY
$26.09 - $30.21 $773,438 - $895,575
29,645 Added 10.74%
305,796 $8.9 Billion
Q4 2024

Feb 10, 2025
BUY
$26.18 - $28.77 $7.23 Million - $7.94 Million
276,151 New
276,151 $7.34 Billion

Others Institutions Holding DISV

# of Institutions
364
Shares Held
78.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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