Betterment LLC Dimensional ETF Tr Dimensional Transaction History
Betterment LLC
- $42.2 Billion
- Q1 2025
A detailed history of Betterment LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Betterment LLC holds 295,823 shares of DISV stock, worth $10.2 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
295,823
Previous 148,195
99.62%
Holding current value
$10.2 Million
Previous $3.94 Million
118.8%
% of portfolio
0.02%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
358Shares Held
77.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio