Concurrent Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,000 shares of DISV stock, worth $330,000. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,000Holding current value
$330,000% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
355Shares Held
76.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$293 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$195 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$193 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.9 Million1.1% of portfolio