Austin Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Austin Private Wealth, LLC
- $1.17 Billion
- Q2 2025
A detailed history of Austin Private Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Austin Private Wealth, LLC holds 27,643 shares of DISV stock, worth $992,660. This represents 0.08% of its overall portfolio holdings.
Number of Shares
27,643
Previous 21,196
30.42%
Holding current value
$992,660
Previous $617,000
47.33%
% of portfolio
0.08%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
368Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$212 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$210 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.5 Million1.18% of portfolio