Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $597 Million
- Q3 2025
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 36,824 shares of DISV stock, worth $1.32 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
36,824
              Previous 32,134
              
        
           14.6%
        
      
          
        Holding current value
$1.32 Million
            Previous $1.06 Million
            
        
           24.31%
        
      
          
        % of portfolio
0.22%
            Previous 0.21%
          
        Shares
	  7 transactions
	
  Others Institutions Holding DISV
# of Institutions
377Shares Held
81.3MCall 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