Asset Dedication, LLC Dimensional ETF Tr Dimensional Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 2025
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Dedication, LLC holds 1,294,201 shares of DISV stock, worth $43.4 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
1,294,201
Previous 1,212,974
6.7%
Holding current value
$43.4 Million
Previous $32.2 Million
16.94%
% of portfolio
3.12%
Previous 2.58%
Shares
13 transactions
Others Institutions Holding DISV
# of Institutions
350Shares Held
75.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$298 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$206 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$196 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$106 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$78.3 Million1.1% of portfolio