Collective Family Office LLC Dimensional ETF Tr Dimensional Transaction History
Collective Family Office LLC
- $383 Million
- Q2 2025
A detailed history of Collective Family Office LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Collective Family Office LLC holds 218,808 shares of DISV stock, worth $7.26 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
218,808
Previous 199,433
9.72%
Holding current value
$7.26 Million
Previous $5.88 Million
22.39%
% of portfolio
1.88%
Previous 1.61%
Shares
13 transactions
Others Institutions Holding DISV
# of Institutions
344Shares Held
69.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$294 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$204 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$105 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$77.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.7 Million1.46% of portfolio