Buckingham Strategic Partners Dimensional ETF Tr Dimensional Transaction History
Buckingham Strategic Partners
- $7.02 Billion
- Q2 2025
A detailed history of Buckingham Strategic Partners transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Buckingham Strategic Partners holds 2,520,459 shares of DISV stock, worth $86.6 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
2,520,459
Previous 2,331,774
8.09%
Holding current value
$86.6 Million
Previous $67.9 Million
22.16%
% of portfolio
1.18%
Previous 1.1%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
364Shares Held
79.1MCall 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
-
Ritholtz Wealth Management2.03MShares$69.8 Million1.5% of portfolio