David R. Rahn & Associates Inc. Dimensional ETF Tr Dimensional Transaction History
David R. Rahn & Associates Inc.
- $373 Million
- Q3 2025
A detailed history of David R. Rahn & Associates Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, David R. Rahn & Associates Inc. holds 15,990 shares of DISV stock, worth $574,360. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,990
Previous 16,311
1.97%
Holding current value
$574,360
Previous $536,000
6.34%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
390Shares Held
81.7MCall 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