Cwm, LLC Dimensional ETF Tr Dimensional Transaction History
Cwm, LLC
- $33.3 Billion
- Q3 2025
A detailed history of Cwm, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cwm, LLC holds 79,652 shares of DISV stock, worth $2.85 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
79,652
Previous 7,768
925.39%
Holding current value
$2.85 Million
Previous $256,000
1010.55%
% of portfolio
0.01%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
377Shares Held
81.4MCall 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