Burk Holdings LLC Dimensional ETF Tr Dimensional Transaction History
Burk Holdings LLC
- $160 Billion
- Q2 2025
A detailed history of Burk Holdings LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Burk Holdings LLC holds 106,817 shares of DISV stock, worth $3.75 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
106,817Holding current value
$3.75 Million% of portfolio
2.2%Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
381Shares Held
81.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$311 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL5.91MShares$207 Million3.28% of portfolio
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Mather Group, Llc. Chicago, IL5.86MShares$206 Million2.13% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$110 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$88.4 Million1.18% of portfolio