Cwm, LLC Dimensional ETF Tr Dimensional Transaction History
Cwm, LLC
- $28.4 Billion
- Q2 2025
A detailed history of Cwm, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cwm, LLC holds 7,768 shares of DISV stock, worth $263,645. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,768
Previous 9,112
14.75%
Holding current value
$263,645
Previous $265,000
3.4%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
354Shares Held
75.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$301 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$209 Million3.39% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$198 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$107 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$79.1 Million1.1% of portfolio