Breakwater Capital Group Dimensional ETF Tr Dimensional Transaction History
Breakwater Capital Group
- $614 Billion
- Q2 2025
A detailed history of Breakwater Capital Group transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Breakwater Capital Group holds 9,997 shares of DISV stock, worth $343,296. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,997
Previous 7,144
39.94%
Holding current value
$343,296
Previous $208 Million
58.15%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
364Shares Held
78.8MCall 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