Capital Group Private Client Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Capital Group Private Client Services, Inc.
- $10.6 Billion
- Q2 2025
A detailed history of Capital Group Private Client Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 31,959 shares of DISV stock, worth $1.14 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
31,959
Previous 31,959
-0.0%
Holding current value
$1.14 Million
Previous $930,000
13.01%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
374Shares Held
80.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$211 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$210 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio