Close Asset Management LTD Dimensional ETF Tr Dimensional Transaction History
Close Asset Management LTD
- $4.5 Billion
- Q3 2025
A detailed history of Close Asset Management LTD transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Close Asset Management LTD holds 410 shares of DISV stock, worth $14,727. This represents 0.0% of its overall portfolio holdings.
Number of Shares
410
Previous 410
-0.0%
Holding current value
$14,727
Previous $13,000
15.38%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
82.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio